-22.1%
BA vs DHR
-9.6%
-12.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | +1.1% | -0.9% | +1.9% | +1.3% |
| 30D | -7.9% | +5.4% | -13.3% | -9.5% |
| 3M | -25.3% | +15.3% | -40.7% | -29.2% |
| 6M | -24.6% | +32.1% | -56.7% | -32.2% |
| YTD | -20.1% | +1.2% | -21.3% | -21.3% |
| 1Y | -11.8% | +10.1% | -21.9% | -15.9% |
| 3Y | -10.1% | +19.9% | -30.0% | -19.8% |
| All | -22.1% | -9.6% | -12.6% | -28.7% |
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