+61,719.2%
DHR vs RRC
+1,510.8%
+60,208.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +1.2% | +6.4% | -5.2% | +0.7% |
| 30D | +3.7% | +23.9% | -20.2% | +1.9% |
| 3M | +14.5% | +30.2% | -15.7% | +12.0% |
| 6M | +40.9% | +26.3% | +14.7% | +38.1% |
| YTD | +2.4% | +48.1% | -45.7% | -1.1% |
| 1Y | +6.1% | +37.7% | -31.6% | +3.0% |
| 3Y | +21.0% | +60.3% | -39.3% | +15.4% |
| 5Y | -11.4% | +135.3% | -146.7% | -19.1% |
| 10Y | +241.8% | +73.3% | +168.5% | +195.0% |
| All | +61,719.2% | +1,510.8% | +60,208.4% | +45,744.1% |
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