+203.8%
DHR vs RVTY
+145.6%
+58.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -1.7% |
| 7D | -3.6% | -4.5% | +0.9% | -1.2% |
| 30D | -2.7% | +5.5% | -8.2% | -5.6% |
| 3M | +10.9% | +22.5% | -11.6% | -1.5% |
| 6M | +3.0% | +38.9% | -35.9% | -15.5% |
| YTD | -12.2% | +28.7% | -40.9% | -25.5% |
| 1Y | +3.3% | +45.5% | -42.2% | -18.4% |
| 3Y | -8.2% | +16.4% | -24.6% | -21.0% |
| 5Y | -29.9% | -32.7% | +2.8% | -18.4% |
| All | +203.8% | +145.6% | +58.1% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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