+1,280.8%
DHR vs ACWI
+356.8%
+924.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.8% |
| 6M | +1.9% | +12.4% | -10.5% | -8.2% |
| YTD | -8.9% | +15.2% | -24.1% | -19.6% |
| 1Y | +5.1% | +22.7% | -17.6% | -12.2% |
| 3Y | -10.3% | +75.8% | -86.1% | -44.3% |
| 5Y | -27.8% | +67.7% | -95.5% | -53.3% |
| 10Y | +203.6% | +229.0% | -25.4% | +13.0% |
| All | +1,280.8% | +356.8% | +924.0% | +281.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling