+3,977.2%
DHR vs TPR
+7,380.8%
-3,403.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.9% | -2.3% | -1.6% | -3.3% |
| 30D | +4.0% | -23.0% | +27.0% | +10.2% |
| 3M | +11.5% | -12.5% | +24.0% | +14.2% |
| 6M | +1.9% | -21.4% | +23.3% | +6.7% |
| YTD | -8.9% | -3.5% | -5.4% | -9.6% |
| 1Y | +5.1% | +17.4% | -12.2% | -1.0% |
| 3Y | -10.3% | +291.3% | -301.5% | -39.1% |
| 5Y | -27.8% | +241.9% | -269.7% | -51.2% |
| 10Y | +203.6% | +322.7% | -119.0% | +69.1% |
| All | +3,977.2% | +7,380.8% | -3,403.5% | +768.6% |
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