+54,893.9%
DHR vs AA
+295.2%
+54,598.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.2% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | +4.0% | +5.0% | -1.0% | +2.8% |
| 3M | +11.5% | -35.8% | +47.3% | +20.8% |
| 6M | +1.9% | -18.4% | +20.3% | +4.1% |
| YTD | -8.9% | -5.5% | -3.4% | -10.2% |
| 1Y | +5.1% | +61.0% | -55.9% | -8.2% |
| 3Y | -10.3% | +66.2% | -76.5% | -26.0% |
| 5Y | -27.8% | +11.4% | -39.2% | -39.7% |
| 10Y | +203.6% | +116.9% | +86.8% | +80.3% |
| All | +54,893.9% | +295.2% | +54,598.7% | +19,982.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling