+7.7%
DHR vs ROIV
+232.7%
-225.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.7% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | +4.0% | +1.0% | +3.1% | +3.8% |
| 3M | +11.5% | +18.3% | -6.8% | +9.5% |
| 6M | +1.9% | +18.3% | -16.5% | -0.1% |
| YTD | -8.9% | +61.0% | -69.9% | -13.2% |
| 1Y | +5.1% | +177.9% | -172.8% | -4.9% |
| 3Y | -10.3% | +199.1% | -209.3% | -20.2% |
| 5Y | -27.8% | +250.7% | -278.5% | -39.9% |
| All | +7.7% | +232.7% | -225.0% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling