+34,692.7%
DHR vs RCL
+5,893.7%
+28,798.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | +0.3% |
| 7D | +2.6% | +8.5% | -5.9% | +1.0% |
| 30D | +7.4% | +20.4% | -13.0% | +3.6% |
| 3M | +13.0% | +11.0% | +2.0% | +10.3% |
| 6M | +38.5% | +24.9% | +13.6% | +31.7% |
| YTD | +3.8% | +23.9% | -20.1% | -2.2% |
| 1Y | +12.6% | +30.8% | -18.2% | +4.9% |
| 3Y | +22.0% | +270.4% | -248.4% | -9.0% |
| 5Y | -9.5% | +296.1% | -305.6% | -36.8% |
| 10Y | +249.4% | +375.0% | -125.7% | +96.5% |
| All | +34,692.7% | +5,893.7% | +28,798.9% | +8,789.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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