+19.9%
DHR vs RF
+104.8%
-85.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -0.9% | -0.9% | +0.1% | -0.5% |
| 30D | +5.4% | +6.0% | -0.6% | +3.2% |
| 3M | +15.3% | -8.9% | +24.2% | +19.1% |
| 6M | +32.1% | +2.3% | +29.8% | +30.3% |
| YTD | +1.2% | +7.6% | -6.4% | -2.5% |
| 1Y | +10.1% | +21.2% | -11.1% | +1.4% |
| 3Y | +19.9% | +108.5% | -88.7% | -8.2% |
| All | +19.9% | +104.8% | -85.0% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 3y: compounded portfolio wealth divided by compounded RF 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…
3y analysis · Full analysis span regression · 6 months rolling