+215.7%
DHR vs URI
+1,196.9%
-981.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | -2.4% | +5.0% | -7.4% | -3.5% |
| 30D | -2.2% | -9.4% | +7.2% | 0.0% |
| 3M | +9.0% | -5.8% | +14.8% | +10.1% |
| 6M | +3.5% | +25.8% | -22.4% | -2.8% |
| YTD | -10.1% | +27.9% | -38.0% | -16.3% |
| 1Y | +6.2% | +9.7% | -3.5% | +2.2% |
| 3Y | -5.4% | +128.0% | -133.3% | -24.3% |
| 5Y | -27.9% | +212.4% | -240.3% | -47.3% |
| 10Y | +215.7% | +1,271.8% | -1,056.1% | +63.3% |
| All | +215.7% | +1,196.9% | -981.2% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling