+203.8%
DHR vs RTX
+286.0%
-82.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.6% | -1.5% | -2.1% | -3.2% |
| 30D | -2.7% | -11.0% | +8.2% | +0.4% |
| 3M | +10.9% | +7.7% | +3.3% | +8.4% |
| 6M | +3.0% | -3.9% | +6.9% | +3.9% |
| YTD | -12.2% | +9.0% | -21.2% | -14.8% |
| 1Y | +3.3% | +27.3% | -23.9% | -4.2% |
| 3Y | -8.2% | +172.9% | -181.1% | -31.9% |
| 5Y | -29.9% | +165.2% | -195.1% | -47.9% |
| All | +203.8% | +286.0% | -82.2% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling