+249.8%
DHR vs RTX
+262.2%
-12.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +1.2% | +4.8% | -3.6% | -0.1% |
| 30D | +3.7% | +6.5% | -2.8% | +1.8% |
| 3M | +14.5% | -9.6% | +24.1% | +17.5% |
| 6M | +40.9% | +12.3% | +28.6% | +35.8% |
| YTD | +2.4% | +9.5% | -7.1% | -1.0% |
| 1Y | +6.1% | +15.8% | -9.7% | +0.9% |
| 3Y | +21.0% | +157.0% | -136.0% | -8.8% |
| 5Y | -11.4% | +148.8% | -160.2% | -33.1% |
| All | +249.8% | +262.2% | -12.4% | +139.6% |
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