+215.7%
DHR vs RBA
+189.2%
+26.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -2.4% | -1.9% | -0.5% | -1.9% |
| 30D | -2.2% | -13.0% | +10.8% | +1.5% |
| 3M | +9.0% | -23.1% | +32.1% | +16.0% |
| 6M | +3.5% | -22.6% | +26.1% | +9.9% |
| YTD | -10.1% | -20.4% | +10.3% | -5.6% |
| 1Y | +6.2% | -29.6% | +35.8% | +15.2% |
| 3Y | -5.4% | +26.6% | -31.9% | -13.5% |
| 5Y | -27.9% | +38.2% | -66.1% | -37.4% |
| 10Y | +215.7% | +194.7% | +21.0% | +112.4% |
| All | +215.7% | +189.2% | +26.6% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling