+2.6%
DHR vs ACHR
-45.0%
+47.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.4% |
| 7D | -3.6% | -2.3% | -1.3% | -3.5% |
| 30D | -2.7% | -11.3% | +8.5% | -2.0% |
| 3M | +10.9% | +5.3% | +5.6% | +9.8% |
| 6M | +3.0% | -13.2% | +16.3% | +3.2% |
| YTD | -12.2% | -25.8% | +13.6% | -11.3% |
| 1Y | +3.3% | -34.3% | +37.6% | +4.5% |
| 3Y | -8.2% | -19.9% | +11.7% | -12.9% |
| 5Y | -29.9% | -42.7% | +12.8% | -36.1% |
| All | +2.6% | -45.0% | +47.6% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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