+1,024.8%
DHR vs TRGP
+2,265.4%
-1,240.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.6% | -1.3% |
| 7D | -0.8% | -0.6% | -0.2% | -0.8% |
| 30D | +0.2% | +14.6% | -14.3% | -1.4% |
| 3M | +12.1% | +11.9% | +0.1% | +10.4% |
| 6M | +5.4% | +25.3% | -19.9% | +2.3% |
| YTD | -10.0% | +61.9% | -71.8% | -15.3% |
| 1Y | +4.1% | +87.3% | -83.2% | -4.0% |
| 3Y | -5.2% | +268.0% | -273.2% | -19.7% |
| 5Y | -28.2% | +638.2% | -666.4% | -44.0% |
| 10Y | +208.4% | +821.9% | -613.5% | +115.6% |
| All | +1,024.8% | +2,265.4% | -1,240.6% | +393.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling