+488.9%
DHR vs TRU
+228.6%
+260.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.2% |
| 7D | -0.8% | -7.2% | +6.4% | +1.6% |
| 30D | +0.2% | -2.8% | +3.0% | +1.1% |
| 3M | +12.1% | +13.0% | -1.0% | +7.1% |
| 6M | +5.4% | +0.7% | +4.7% | +4.3% |
| YTD | -10.0% | -9.0% | -1.0% | -8.6% |
| 1Y | +4.1% | -16.3% | +20.4% | +8.1% |
| 3Y | -5.2% | -1.1% | -4.1% | -10.5% |
| 5Y | -28.2% | -36.0% | +7.8% | -24.3% |
| 10Y | +208.4% | +139.9% | +68.5% | +126.5% |
| All | +488.9% | +228.6% | +260.3% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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