+203.8%
DHR vs RUN
+42.2%
+161.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -3.6% | -3.7% | +0.1% | -3.3% |
| 30D | -2.7% | -13.0% | +10.3% | -1.5% |
| 3M | +10.9% | -31.8% | +42.7% | +14.6% |
| 6M | +3.0% | -32.2% | +35.3% | +5.8% |
| YTD | -12.2% | -53.5% | +41.3% | -7.7% |
| 1Y | +3.3% | -46.5% | +49.8% | +6.2% |
| 3Y | -8.2% | -37.6% | +29.4% | -17.8% |
| 5Y | -29.9% | -80.9% | +51.0% | -32.3% |
| All | +203.8% | +42.2% | +161.6% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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