-29.8%
DHR vs TRGP
+627.0%
-656.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -5.0% | -0.6% | -4.4% | -4.9% |
| 30D | -3.3% | +10.0% | -13.3% | -5.0% |
| 3M | +9.4% | +7.6% | +1.8% | +7.7% |
| 6M | +3.2% | +26.8% | -23.6% | -2.0% |
| YTD | -12.0% | +60.6% | -72.6% | -20.6% |
| 1Y | +4.9% | +82.5% | -77.6% | -8.3% |
| 3Y | -7.4% | +265.0% | -272.4% | -32.6% |
| 5Y | -29.8% | +645.9% | -675.6% | -48.9% |
| All | -29.8% | +627.0% | -656.8% | -48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling