+384.5%
ALAB vs DHR
-17.9%
+402.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +9.6% | -2.4% | +12.0% | +10.1% |
| 30D | -5.3% | -2.2% | -3.1% | -4.9% |
| 3M | -12.0% | +9.0% | -21.0% | -15.1% |
| 6M | +145.7% | +3.5% | +142.2% | +140.7% |
| YTD | +80.7% | -10.1% | +90.8% | +85.3% |
| 1Y | +40.1% | +6.2% | +33.9% | +33.7% |
| All | +384.5% | -17.9% | +402.4% | +310.0% |
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