+54,250.4%
DHR vs AEM
+3,487.5%
+50,762.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | -0.8% | +4.3% | -5.2% | -1.0% |
| 30D | +0.2% | +13.1% | -12.9% | -0.2% |
| 3M | +12.1% | +24.8% | -12.7% | +11.1% |
| 6M | +5.4% | -8.2% | +13.7% | +5.6% |
| YTD | -10.0% | +19.8% | -29.8% | -10.7% |
| 1Y | +4.1% | +32.1% | -28.0% | +2.8% |
| 3Y | -5.2% | +348.2% | -353.4% | -10.4% |
| 5Y | -28.2% | +297.5% | -325.7% | -32.2% |
| 10Y | +208.4% | +343.3% | -134.9% | +188.5% |
| All | +54,250.4% | +3,487.5% | +50,762.9% | +49,982.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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