+500.3%
DHR vs RIOT
+750.5%
-250.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.4% |
| 7D | +1.2% | +4.8% | -3.6% | +1.0% |
| 30D | +3.7% | +16.0% | -12.3% | +2.9% |
| 3M | +14.5% | -8.8% | +23.3% | +14.5% |
| 6M | +40.9% | -29.7% | +70.6% | +41.8% |
| YTD | +2.4% | +38.3% | -35.9% | -0.6% |
| 1Y | +6.1% | +26.2% | -20.1% | +3.3% |
| 3Y | +21.0% | +79.0% | -58.0% | +12.0% |
| 5Y | -11.4% | -60.4% | +48.9% | -17.3% |
| 10Y | +241.8% | +638.6% | -396.8% | +170.6% |
| All | +500.3% | +750.5% | -250.1% | +379.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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