+61,719.2%
DHR vs RVTY
+2,885.1%
+58,834.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.9% |
| 7D | +1.2% | -0.5% | +1.7% | +1.3% |
| 30D | +3.7% | +1.5% | +2.2% | +3.1% |
| 3M | +14.5% | +31.5% | -17.0% | +5.2% |
| 6M | +40.9% | +62.7% | -21.8% | +21.1% |
| YTD | +2.4% | +60.0% | -57.6% | -12.1% |
| 1Y | +6.1% | +65.7% | -59.6% | -9.9% |
| 3Y | +21.0% | +85.2% | -64.2% | -0.9% |
| 5Y | -11.4% | -14.9% | +3.5% | -10.3% |
| 10Y | +241.8% | +211.9% | +29.9% | +149.1% |
| All | +61,719.2% | +2,885.1% | +58,834.1% | +25,714.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling