+4.1%
DHR vs ROIV
+221.6%
-217.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +18.8% | -19.9% | -2.6% |
| 7D | -0.8% | +20.2% | -21.0% | -2.4% |
| 30D | +0.2% | +14.1% | -13.9% | -0.9% |
| 3M | +12.1% | +45.6% | -33.5% | +6.9% |
| 6M | +5.4% | +44.1% | -38.7% | +0.4% |
| YTD | -10.0% | +91.2% | -101.1% | -15.6% |
| 1Y | +4.1% | +221.3% | -217.2% | -16.5% |
| All | +4.1% | +221.6% | -217.5% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling