+248.5%
DHR vs SUI
+120.9%
+127.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +2.6% | -3.8% | +6.4% | +4.1% |
| 30D | +4.2% | +3.9% | +0.2% | +2.3% |
| 3M | +13.0% | +0.2% | +12.8% | +12.4% |
| 6M | +40.2% | -4.2% | +44.3% | +41.7% |
| YTD | +2.0% | -2.5% | +4.6% | +2.2% |
| 1Y | +6.6% | -4.0% | +10.6% | +7.4% |
| 3Y | +19.9% | +16.5% | +3.4% | +10.2% |
| 5Y | -11.7% | -27.2% | +15.5% | -4.2% |
| All | +248.5% | +120.9% | +127.6% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling