+208.4%
DHR vs SUI
+104.3%
+104.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | -0.8% | -3.1% | +2.3% | +0.4% |
| 30D | +0.2% | -2.3% | +2.5% | +1.1% |
| 3M | +12.1% | -2.8% | +14.9% | +13.1% |
| 6M | +5.4% | -12.4% | +17.8% | +10.6% |
| YTD | -10.0% | -3.3% | -6.7% | -9.2% |
| 1Y | +4.1% | -5.8% | +9.9% | +5.9% |
| 3Y | -5.2% | +12.5% | -17.7% | -11.4% |
| 5Y | -28.2% | -32.9% | +4.6% | -19.8% |
| 10Y | +208.4% | +104.4% | +104.0% | +155.5% |
| All | +208.4% | +104.3% | +104.0% | +155.5% |
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