+1,716.9%
DHR vs SLV
+249.8%
+1,467.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +1.9% | -1.0% |
| 7D | +2.6% | -3.9% | +6.4% | +3.0% |
| 30D | +4.2% | -15.6% | +19.8% | +6.2% |
| 3M | +13.0% | -23.6% | +36.6% | +16.4% |
| 6M | +40.2% | -42.6% | +82.7% | +48.8% |
| YTD | +2.0% | -30.0% | +32.0% | +3.5% |
| 1Y | +6.6% | -6.6% | +13.2% | +3.8% |
| 3Y | +19.9% | +121.8% | -101.9% | +2.7% |
| 5Y | -11.7% | +92.7% | -104.4% | -23.7% |
| 10Y | +240.6% | +174.0% | +66.6% | +175.4% |
| All | +1,716.9% | +249.8% | +1,467.1% | +1,170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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