-29.8%
DHR vs RGEN
-44.2%
+14.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | -5.0% | -2.9% | -2.1% | -3.9% |
| 30D | -3.3% | -0.1% | -3.3% | -3.4% |
| 3M | +9.4% | +25.9% | -16.5% | -0.3% |
| 6M | +3.2% | +35.2% | -32.1% | -9.1% |
| YTD | -12.0% | +0.5% | -12.5% | -13.6% |
| 1Y | +4.9% | +37.0% | -32.1% | -8.8% |
| 3Y | -7.4% | +2.0% | -9.4% | -15.2% |
| 5Y | -29.8% | -44.2% | +14.4% | -27.5% |
| All | -29.8% | -44.2% | +14.5% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 5y: compounded portfolio wealth divided by compounded RGEN 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…
5y analysis · Full analysis span regression · 6 months rolling