+470.2%
DHR vs RACE
+647.6%
-177.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.0% |
| 7D | -3.9% | -2.5% | -1.4% | -3.1% |
| 30D | +4.0% | +0.8% | +3.2% | +3.8% |
| 3M | +11.5% | +17.2% | -5.7% | +6.0% |
| 6M | +1.9% | +13.6% | -11.7% | -2.5% |
| YTD | -8.9% | +12.2% | -21.1% | -12.8% |
| 1Y | +5.1% | -16.3% | +21.4% | +9.3% |
| 3Y | -10.3% | +36.4% | -46.7% | -21.5% |
| 5Y | -27.8% | +95.0% | -122.8% | -44.2% |
| 10Y | +203.6% | +813.2% | -609.6% | +96.3% |
| All | +470.2% | +647.6% | -177.4% | +285.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling