+1,683.3%
BE vs DHR
-4.8%
+1,688.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +23.9% | -2.4% | +26.3% | +24.7% |
| 30D | +27.8% | -2.2% | +30.0% | +28.4% |
| 3M | +3.7% | +9.0% | -5.2% | -1.7% |
| 6M | +78.0% | +3.5% | +74.5% | +72.4% |
| YTD | +209.9% | -10.1% | +220.0% | +220.5% |
| 1Y | +389.6% | +6.2% | +383.4% | +360.9% |
| All | +1,683.3% | -4.8% | +1,688.2% | +1,383.9% |
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