+7,672.9%
DHR vs URI
+7,982.2%
-309.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.9% | -4.8% | +0.8% |
| 7D | +3.1% | -4.0% | +7.2% | +3.9% |
| 30D | +7.0% | +6.8% | +0.2% | +5.5% |
| 3M | +15.0% | -2.8% | +17.8% | +15.3% |
| 6M | +37.9% | +20.9% | +17.0% | +32.4% |
| YTD | +3.3% | +40.2% | -36.9% | -4.5% |
| 1Y | +12.8% | +34.1% | -21.3% | +5.1% |
| 3Y | +22.4% | +164.1% | -141.8% | -1.1% |
| 5Y | -9.1% | +199.3% | -208.4% | -29.3% |
| 10Y | +247.9% | +1,218.8% | -970.9% | +92.7% |
| All | +7,672.9% | +7,982.2% | -309.3% | +2,279.7% |
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