+4.1%
DHR vs RY
+45.9%
-41.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -0.8% | +2.7% | -3.5% | -1.8% |
| 30D | +0.2% | -1.0% | +1.2% | +0.4% |
| 3M | +12.1% | +7.6% | +4.4% | +6.9% |
| 6M | +5.4% | +29.5% | -24.0% | -9.7% |
| YTD | -10.0% | +24.2% | -34.1% | -21.5% |
| 1Y | +4.1% | +46.4% | -42.3% | -18.3% |
| All | +4.1% | +45.9% | -41.9% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling