+34,237.3%
DHR vs RCL
+5,601.3%
+28,636.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +1.2% | -1.2% | +2.4% | +1.4% |
| 30D | +3.7% | +17.8% | -14.1% | +0.4% |
| 3M | +14.5% | +4.9% | +9.5% | +12.9% |
| 6M | +40.9% | +23.7% | +17.2% | +34.3% |
| YTD | +2.4% | +17.8% | -15.4% | -2.6% |
| 1Y | +6.1% | +28.9% | -22.8% | -0.9% |
| 3Y | +21.0% | +241.9% | -220.9% | -8.3% |
| 5Y | -11.4% | +295.4% | -306.8% | -38.1% |
| 10Y | +241.8% | +344.1% | -102.3% | +94.8% |
| All | +34,237.3% | +5,601.3% | +28,636.0% | +8,755.6% |
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