-28.0%
DHR vs TRI
-10.0%
-18.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | -3.6% | -7.9% | +4.3% | -1.4% |
| 30D | -2.7% | -4.5% | +1.8% | -1.8% |
| 3M | +10.9% | +22.1% | -11.2% | +3.1% |
| 6M | +3.0% | -2.8% | +5.8% | +2.2% |
| YTD | -12.2% | -23.4% | +11.2% | -4.5% |
| 1Y | +3.3% | -41.5% | +44.8% | +26.1% |
| 3Y | -8.2% | -19.2% | +11.0% | -11.7% |
| All | -28.0% | -10.0% | -18.0% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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