+249.8%
DHR vs AA
+42.1%
+207.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.1% | +0.6% |
| 7D | +1.2% | +0.5% | +0.7% | +1.1% |
| 30D | +3.7% | -0.6% | +4.3% | +3.7% |
| 3M | +14.5% | -19.7% | +34.1% | +17.2% |
| 6M | +40.9% | -41.6% | +82.5% | +48.7% |
| YTD | +2.4% | -24.6% | +27.0% | +4.1% |
| 1Y | +6.1% | +4.9% | +1.3% | +3.6% |
| 3Y | +21.0% | +66.8% | -45.8% | +8.7% |
| 5Y | -11.4% | -19.4% | +8.0% | -16.1% |
| All | +249.8% | +42.1% | +207.6% | +180.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling