+4.9%
DHR vs AG
+119.5%
-114.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -2.0% |
| 7D | -5.0% | -5.8% | +0.8% | -4.8% |
| 30D | -3.3% | +6.4% | -9.7% | -3.4% |
| 3M | +9.4% | +28.4% | -18.9% | +9.2% |
| 6M | +3.2% | -24.5% | +27.6% | +3.5% |
| YTD | -12.0% | +21.2% | -33.2% | -10.4% |
| 1Y | +4.9% | +114.1% | -109.2% | +13.7% |
| All | +4.9% | +119.5% | -114.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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