+887.9%
APP vs DHR
+21.0%
+866.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | +4.6% | +1.2% | +3.4% | +4.3% |
| 30D | +56.0% | +3.7% | +52.3% | +54.5% |
| 3M | +30.8% | +14.5% | +16.4% | +26.7% |
| 6M | -9.8% | +40.9% | -50.7% | -17.7% |
| YTD | -39.3% | +2.4% | -41.7% | -39.9% |
| 1Y | -26.4% | +6.1% | -32.6% | -27.8% |
| 3Y | +887.9% | +21.0% | +866.9% | +805.6% |
| All | +887.9% | +21.0% | +866.9% | +805.6% |
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