+248.5%
ALAB vs DHR
-5.2%
+253.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -7.5% | +2.6% | -10.1% | -7.8% |
| 30D | -36.8% | +7.4% | -44.2% | -37.5% |
| 3M | -31.9% | +13.0% | -44.8% | -33.3% |
| 6M | +8.2% | +38.5% | -30.3% | -1.9% |
| YTD | +29.9% | +3.8% | +26.2% | +29.9% |
| 1Y | +24.4% | +12.6% | +11.8% | +20.4% |
| All | +248.5% | -5.2% | +253.7% | +187.3% |
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 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