+115.3%
ADI vs DHR
-4.8%
+120.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.6% | -2.4% | +5.0% | +3.5% |
| 30D | -4.6% | -2.2% | -2.5% | -4.0% |
| 3M | -9.5% | +9.0% | -18.5% | -13.5% |
| 6M | +14.8% | +3.5% | +11.4% | +12.1% |
| YTD | +35.8% | -10.1% | +46.0% | +41.5% |
| 1Y | +48.9% | +6.2% | +42.7% | +41.7% |
| All | +115.3% | -4.8% | +120.2% | +103.7% |
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