+21.0%
DHR vs RVTY
+85.4%
-64.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +1.2% |
| 7D | +1.2% | -0.5% | +1.7% | +1.4% |
| 30D | +3.7% | +1.5% | +2.2% | +2.6% |
| 3M | +14.5% | +31.5% | -17.0% | -0.8% |
| 6M | +40.9% | +62.7% | -21.8% | +9.0% |
| YTD | +2.4% | +60.0% | -57.6% | -21.2% |
| 1Y | +6.1% | +65.7% | -59.6% | -20.1% |
| 3Y | +21.0% | +85.2% | -64.2% | -14.3% |
| All | +21.0% | +85.4% | -64.4% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling