-8.2%
DHR vs RVMD
+537.4%
-545.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -3.0% | -0.6% | -3.3% |
| 30D | -2.7% | -0.7% | -2.0% | -2.7% |
| 3M | +10.9% | +36.5% | -25.6% | +7.0% |
| 6M | +3.0% | +104.6% | -101.6% | -5.5% |
| YTD | -12.2% | +155.8% | -168.0% | -22.0% |
| 1Y | +3.3% | +340.7% | -337.4% | -14.4% |
| 3Y | -8.2% | +519.9% | -528.1% | -27.4% |
| All | -8.2% | +537.4% | -545.6% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 3y: compounded portfolio wealth divided by compounded RVMD 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…
3y analysis · Full analysis span regression · 6 months rolling