+22.4%
DHR vs ROIV
+351.4%
-329.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.3% |
| 7D | +3.1% | +13.3% | -10.2% | +0.8% |
| 30D | +7.0% | +14.8% | -7.8% | +4.3% |
| 3M | +15.0% | +11.9% | +3.1% | +12.0% |
| 6M | +37.9% | +42.4% | -4.5% | +26.5% |
| YTD | +3.3% | +87.4% | -84.1% | -11.3% |
| 1Y | +12.8% | +97.2% | -84.4% | -4.9% |
| 3Y | +22.4% | +375.7% | -353.3% | -17.5% |
| All | +22.4% | +351.4% | -329.0% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling