+54,149.7%
DHR vs TRV
+6,571.7%
+47,578.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -2.2% | -2.3% | +0.2% | -1.5% |
| 3M | +9.0% | +22.7% | -13.7% | +1.7% |
| 6M | +3.5% | +21.9% | -18.5% | -3.3% |
| YTD | -10.1% | +27.5% | -37.6% | -17.4% |
| 1Y | +6.2% | +36.2% | -30.0% | -4.5% |
| 3Y | -5.4% | +140.6% | -146.0% | -30.1% |
| 5Y | -27.9% | +154.5% | -182.4% | -48.3% |
| 10Y | +215.7% | +295.4% | -79.7% | +88.0% |
| All | +54,149.7% | +6,571.7% | +47,578.1% | +12,085.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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