+6,752.9%
DHR vs URI
+7,134.6%
-381.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.9% |
| 7D | -3.9% | -2.0% | -1.9% | -3.5% |
| 30D | +4.0% | -12.9% | +17.0% | +6.7% |
| 3M | +11.5% | -6.7% | +18.2% | +12.7% |
| 6M | +1.9% | +19.0% | -17.1% | -2.4% |
| YTD | -8.9% | +25.5% | -34.4% | -13.9% |
| 1Y | +5.1% | +5.5% | -0.4% | +2.5% |
| 3Y | -10.3% | +111.3% | -121.6% | -24.3% |
| 5Y | -27.8% | +198.6% | -226.3% | -43.7% |
| 10Y | +203.6% | +1,179.9% | -976.3% | +69.0% |
| All | +6,752.9% | +7,134.6% | -381.7% | +2,047.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling