+6,505.6%
DHR vs RBA
+4,097.8%
+2,407.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | +6.4% | +9.0% | -2.6% | +4.0% |
| 3M | +13.6% | +7.2% | +6.5% | +11.4% |
| 6M | +41.9% | -7.8% | +49.6% | +43.5% |
| YTD | +3.4% | -6.4% | +9.8% | +3.8% |
| 1Y | +9.9% | -4.2% | +14.0% | +9.6% |
| 3Y | +21.6% | +64.1% | -42.5% | +5.4% |
| 5Y | -10.6% | +48.4% | -59.0% | -22.2% |
| 10Y | +245.2% | +209.9% | +35.3% | +142.4% |
| All | +6,505.6% | +4,097.8% | +2,407.8% | +2,455.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling