+4,428.8%
DHR vs TPR
+8,033.7%
-3,604.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.0% |
| 7D | -0.9% | +14.2% | -15.0% | -4.1% |
| 30D | +5.4% | +17.1% | -11.7% | +1.2% |
| 3M | +15.3% | -17.7% | +33.1% | +19.7% |
| 6M | +32.1% | -10.2% | +42.3% | +33.6% |
| YTD | +1.2% | +4.9% | -3.7% | -2.0% |
| 1Y | +10.1% | +36.1% | -26.0% | -0.1% |
| 3Y | +19.9% | +416.5% | -396.6% | -24.3% |
| 5Y | -8.8% | +254.8% | -263.6% | -38.9% |
| 10Y | +255.3% | +391.7% | -136.4% | +89.6% |
| All | +4,428.8% | +8,033.7% | -3,604.9% | +841.6% |
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