-8.7%
DHR vs ACWI
+76.1%
-84.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.9% | +0.5% | -4.4% | -4.3% |
| 30D | +4.0% | +0.9% | +3.1% | +3.3% |
| 3M | +11.5% | +2.4% | +9.1% | +9.0% |
| 6M | +1.9% | +12.4% | -10.5% | -8.8% |
| YTD | -8.9% | +15.2% | -24.1% | -20.4% |
| 1Y | +5.1% | +22.7% | -17.6% | -13.9% |
| All | -8.7% | +76.1% | -84.8% | -46.8% |
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