+55.3%
BE vs DHR
+11.6%
+43.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.1% | -8.5% | -5.9% |
| 7D | -12.1% | +0.4% | -12.5% | -12.1% |
| 30D | -30.1% | +6.2% | -36.3% | -29.0% |
| 3M | -12.1% | +20.8% | -33.0% | -7.2% |
| 6M | -30.6% | +35.5% | -66.1% | -28.7% |
| YTD | +130.6% | +3.2% | +127.4% | +130.9% |
| 1Y | +55.3% | +10.7% | +44.6% | +77.3% |
| All | +55.3% | +11.6% | +43.7% | +77.3% |
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