+12.2%
DHR vs ADVB
-74.4%
+86.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +2.1% |
| 7D | +3.1% | -1.2% | +4.3% | +3.1% |
| 30D | +7.0% | -61.4% | +68.4% | +7.5% |
| 3M | +15.0% | -67.8% | +82.8% | +15.5% |
| 6M | +37.9% | -66.9% | +104.8% | +39.3% |
| YTD | +3.3% | -64.9% | +68.2% | +5.4% |
| All | +12.2% | -74.4% | +86.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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