+35.2%
DHR vs ACI
+21.2%
+14.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -0.4% |
| 7D | -3.6% | -3.7% | +0.1% | -3.4% |
| 30D | -2.7% | +0.6% | -3.3% | -2.8% |
| 3M | +10.9% | -20.3% | +31.3% | +12.0% |
| 6M | +3.0% | -24.7% | +27.7% | +4.4% |
| YTD | -12.2% | -27.2% | +15.0% | -10.9% |
| 1Y | +3.3% | -32.7% | +36.0% | +5.4% |
| 3Y | -8.2% | -43.9% | +35.7% | -5.2% |
| 5Y | -29.9% | -38.9% | +9.0% | -28.2% |
| All | +35.2% | +21.2% | +14.0% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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