+10.7%
DHR vs ACWI
+14.9%
-4.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.4% |
| 7D | +0.4% | -0.5% | +0.8% | +0.6% |
| 30D | +6.2% | -1.6% | +7.8% | +6.9% |
| 3M | +20.8% | -1.3% | +22.2% | +21.4% |
| 6M | +35.5% | +5.8% | +29.7% | +30.5% |
| YTD | +3.2% | +12.7% | -9.5% | -5.3% |
| 1Y | +10.7% | +15.0% | -4.3% | +1.1% |
| All | +10.7% | +14.9% | -4.2% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling