+19.9%
DHR vs RY
+155.6%
-135.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.4% |
| 7D | -0.9% | -0.9% | 0.0% | -0.4% |
| 30D | +5.4% | +5.9% | -0.5% | +2.5% |
| 3M | +15.3% | -4.3% | +19.6% | +17.7% |
| 6M | +32.1% | +12.1% | +20.0% | +23.0% |
| YTD | +1.2% | +20.3% | -19.1% | -9.8% |
| 1Y | +10.1% | +41.0% | -30.9% | -10.3% |
| 3Y | +19.9% | +157.5% | -137.7% | -27.5% |
| All | +19.9% | +155.6% | -135.7% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling