+54,893.9%
DHR vs RVTY
+2,416.7%
+52,477.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.9% | +1.1% | -5.0% | -4.2% |
| 30D | +4.0% | +13.2% | -9.2% | +0.2% |
| 3M | +11.5% | +27.2% | -15.8% | +3.5% |
| 6M | +1.9% | +32.4% | -30.5% | -6.9% |
| YTD | -8.9% | +34.9% | -43.8% | -17.4% |
| 1Y | +5.1% | +52.4% | -47.3% | -8.1% |
| 3Y | -10.3% | +12.3% | -22.6% | -15.2% |
| 5Y | -27.8% | -30.8% | +3.0% | -22.0% |
| 10Y | +203.6% | +150.7% | +52.9% | +136.2% |
| All | +54,893.9% | +2,416.7% | +52,477.2% | +24,152.0% |
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