+21.0%
DHR vs ACWI
+74.6%
-53.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.6% |
| 7D | +1.2% | +2.4% | -1.2% | -0.8% |
| 30D | +3.7% | -1.7% | +5.4% | +5.2% |
| 3M | +14.5% | -3.9% | +18.4% | +18.3% |
| 6M | +40.9% | +0.8% | +40.1% | +39.1% |
| YTD | +2.4% | +11.0% | -8.6% | -8.0% |
| 1Y | +6.1% | +13.1% | -7.0% | -6.4% |
| 3Y | +21.0% | +73.9% | -52.9% | -32.3% |
| All | +21.0% | +74.6% | -53.6% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling