+61,491.1%
DHR vs RRC
+1,499.3%
+59,991.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.3% |
| 7D | +2.6% | +2.5% | 0.0% | +2.4% |
| 30D | +4.2% | +21.1% | -17.0% | +2.6% |
| 3M | +13.0% | +28.4% | -15.4% | +10.7% |
| 6M | +40.2% | +26.5% | +13.7% | +37.3% |
| YTD | +2.0% | +47.0% | -45.0% | -1.4% |
| 1Y | +6.6% | +35.2% | -28.6% | +3.6% |
| 3Y | +19.9% | +61.0% | -41.0% | +14.4% |
| 5Y | -11.7% | +133.6% | -145.4% | -19.3% |
| 10Y | +240.6% | +72.1% | +168.5% | +194.1% |
| All | +61,491.1% | +1,499.3% | +59,991.8% | +45,599.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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