+23.5%
ALAB vs DHR
+4.1%
+19.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -5.5% |
| 7D | +0.6% | -5.0% | +5.6% | +0.1% |
| 30D | -8.8% | -3.3% | -5.5% | -8.9% |
| 3M | -14.0% | +9.4% | -23.4% | -14.8% |
| 6M | +144.3% | +3.2% | +141.1% | +142.0% |
| YTD | +71.0% | -12.0% | +83.1% | +70.2% |
| 1Y | +23.5% | +4.9% | +18.6% | +22.3% |
| All | +23.5% | +4.1% | +19.4% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling