+9.9%
DHR vs RCAT
-51.9%
+61.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.4% |
| 7D | +0.2% | +7.2% | -7.1% | -0.1% |
| 30D | +6.4% | -20.4% | +26.8% | +6.6% |
| 3M | +13.6% | -59.8% | +73.4% | +14.8% |
| 6M | +41.9% | -61.9% | +103.7% | +43.5% |
| YTD | +3.4% | -45.9% | +49.3% | +1.7% |
| 1Y | +9.9% | -50.5% | +60.4% | +8.3% |
| All | +9.9% | -51.9% | +61.7% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 1y: compounded portfolio wealth divided by compounded RCAT 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…
1y analysis · Full analysis span regression · 6 months rolling