+7,705.6%
DHR vs URI
+7,815.7%
-110.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.8% |
| 7D | +2.6% | -6.0% | +8.6% | +3.7% |
| 30D | +7.4% | +4.6% | +2.8% | +6.4% |
| 3M | +13.0% | -2.7% | +15.7% | +13.2% |
| 6M | +38.5% | +18.4% | +20.1% | +33.5% |
| YTD | +3.8% | +37.4% | -33.6% | -3.7% |
| 1Y | +12.6% | +30.4% | -17.7% | +5.5% |
| 3Y | +22.0% | +147.9% | -125.9% | -0.2% |
| 5Y | -9.5% | +202.1% | -211.6% | -29.8% |
| 10Y | +249.4% | +1,182.4% | -933.1% | +94.5% |
| All | +7,705.6% | +7,815.7% | -110.1% | +2,298.9% |
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