-29.8%
DHR vs ACHR
-44.8%
+15.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | -5.0% | -5.4% | +0.4% | -4.6% |
| 30D | -3.3% | -19.7% | +16.4% | -1.9% |
| 3M | +9.4% | +7.9% | +1.5% | +8.1% |
| 6M | +3.2% | -13.8% | +16.9% | +3.3% |
| YTD | -12.0% | -27.5% | +15.5% | -11.0% |
| 1Y | +4.9% | -33.9% | +38.8% | +6.0% |
| 3Y | -7.4% | -20.0% | +12.6% | -12.0% |
| 5Y | -29.8% | -44.0% | +14.2% | -38.1% |
| All | -29.8% | -44.8% | +15.0% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling