+4,528.3%
DHR vs TPR
+8,066.7%
-3,538.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | +0.1% |
| 7D | +0.2% | +6.4% | -6.2% | -1.4% |
| 30D | +6.4% | +13.8% | -7.4% | +2.9% |
| 3M | +13.6% | -16.6% | +30.3% | +17.6% |
| 6M | +41.9% | +0.7% | +41.2% | +39.9% |
| YTD | +3.4% | +5.3% | -1.9% | +0.1% |
| 1Y | +9.9% | +32.4% | -22.5% | +0.5% |
| 3Y | +21.6% | +406.4% | -384.8% | -22.8% |
| 5Y | -10.6% | +227.9% | -238.5% | -38.9% |
| 10Y | +245.2% | +371.7% | -126.5% | +86.4% |
| All | +4,528.3% | +8,066.7% | -3,538.4% | +861.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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