+6,548.1%
DHR vs AEE
+822.6%
+5,725.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.6% |
| 7D | -0.8% | +1.3% | -2.1% | -1.4% |
| 30D | +0.2% | -1.2% | +1.5% | +0.6% |
| 3M | +12.1% | +1.0% | +11.0% | +11.5% |
| 6M | +5.4% | -2.3% | +7.7% | +6.0% |
| YTD | -10.0% | +9.1% | -19.1% | -13.7% |
| 1Y | +4.1% | +10.6% | -6.5% | -0.9% |
| 3Y | -5.2% | +48.5% | -53.7% | -21.5% |
| 5Y | -28.2% | +39.9% | -68.1% | -39.4% |
| 10Y | +208.4% | +185.7% | +22.7% | +84.5% |
| All | +6,548.1% | +822.6% | +5,725.5% | +2,204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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