+3,099.7%
DHR vs TRI
+507.2%
+2,592.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.6% |
| 7D | -2.4% | -8.4% | +6.0% | +0.9% |
| 30D | -2.2% | -6.5% | +4.3% | +0.1% |
| 3M | +9.0% | +18.6% | -9.6% | -0.3% |
| 6M | +3.5% | -10.4% | +13.9% | +5.2% |
| YTD | -10.1% | -23.7% | +13.6% | -3.6% |
| 1Y | +6.2% | -42.5% | +48.7% | +28.6% |
| 3Y | -5.4% | -19.3% | +13.9% | -4.0% |
| 5Y | -27.9% | -9.7% | -18.2% | -30.9% |
| 10Y | +215.7% | +194.4% | +21.3% | +75.4% |
| All | +3,099.7% | +507.2% | +2,592.6% | +1,022.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling