+6.1%
DHR vs XRT
+12.7%
-6.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | +1.2% | +1.7% | -0.5% | +0.4% |
| 30D | +3.7% | +7.5% | -3.8% | +0.1% |
| 3M | +14.5% | +2.2% | +12.3% | +13.2% |
| 6M | +40.9% | +14.7% | +26.3% | +29.9% |
| YTD | +2.4% | +7.5% | -5.1% | -2.3% |
| 1Y | +6.1% | +14.1% | -8.0% | -1.9% |
| All | +6.1% | +12.7% | -6.6% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling