+54.2%
RSP vs DHR
-7.4%
+61.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.7% |
| 7D | -0.4% | -0.8% | +0.4% | -0.2% |
| 30D | -1.5% | +0.2% | -1.8% | -1.7% |
| 3M | +4.8% | +12.1% | -7.3% | +0.9% |
| 6M | +10.3% | +5.4% | +4.9% | +7.9% |
| YTD | +14.1% | -10.0% | +24.0% | +17.0% |
| 1Y | +17.0% | +4.1% | +12.9% | +14.3% |
| 3Y | +54.2% | -5.2% | +59.4% | +48.9% |
| All | +54.2% | -7.4% | +61.6% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 3y: compounded portfolio wealth divided by compounded DHR 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…
3y analysis · Full analysis span regression · 6 months rolling