-6.0%
DHR vs AEIS
+172.0%
-178.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | -2.4% | +6.5% | -8.9% | -3.3% |
| 30D | -2.2% | -9.2% | +7.0% | -1.1% |
| 3M | +9.0% | -8.3% | +17.3% | +8.0% |
| 6M | +3.5% | -6.3% | +9.8% | +0.6% |
| YTD | -10.1% | +36.5% | -46.6% | -21.1% |
| 1Y | +6.2% | +84.8% | -78.6% | -15.1% |
| All | -6.0% | +172.0% | -178.1% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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