+60,984.4%
DHR vs RF
+1,423.8%
+59,560.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -0.9% | -0.9% | +0.1% | -0.7% |
| 30D | +5.4% | +6.0% | -0.6% | +4.2% |
| 3M | +15.3% | -8.9% | +24.2% | +17.3% |
| 6M | +32.1% | +2.3% | +29.8% | +31.4% |
| YTD | +1.2% | +7.6% | -6.4% | -0.5% |
| 1Y | +10.1% | +21.2% | -11.1% | +5.8% |
| 3Y | +19.9% | +108.5% | -88.7% | +3.3% |
| 5Y | -8.8% | +43.2% | -52.0% | -16.9% |
| 10Y | +255.3% | +288.1% | -32.8% | +152.7% |
| All | +60,984.4% | +1,423.8% | +59,560.6% | +23,828.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling