+203.8%
DHR vs TRGP
+863.3%
-659.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -2.7% | +8.0% | -10.8% | -3.6% |
| 3M | +10.9% | +8.3% | +2.7% | +9.8% |
| 6M | +3.0% | +23.9% | -20.9% | +0.3% |
| YTD | -12.2% | +59.6% | -71.8% | -17.0% |
| 1Y | +3.3% | +79.4% | -76.1% | -3.7% |
| 3Y | -8.2% | +269.4% | -277.6% | -21.3% |
| 5Y | -29.9% | +641.6% | -671.5% | -43.9% |
| All | +203.8% | +863.3% | -659.5% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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