+138.3%
ADI vs DHR
-30.1%
+168.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.0% | +4.9% |
| 7D | +4.6% | -3.6% | +8.2% | +6.2% |
| 30D | -1.2% | -2.7% | +1.6% | -0.2% |
| 3M | -7.8% | +10.9% | -18.7% | -13.6% |
| 6M | +19.3% | +3.0% | +16.3% | +15.3% |
| YTD | +40.9% | -12.2% | +53.1% | +47.6% |
| 1Y | +54.5% | +3.3% | +51.2% | +47.2% |
| 3Y | +123.4% | -8.2% | +131.6% | +119.8% |
| All | +138.3% | -30.1% | +168.4% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling