+54,250.4%
DHR vs AIG
-23.1%
+54,273.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.9% |
| 7D | -0.8% | -1.6% | +0.8% | -0.6% |
| 30D | +0.2% | -5.2% | +5.4% | +1.0% |
| 3M | +12.1% | +1.5% | +10.6% | +11.7% |
| 6M | +5.4% | -3.9% | +9.4% | +5.9% |
| YTD | -10.0% | -11.6% | +1.6% | -8.5% |
| 1Y | +4.1% | -2.9% | +7.0% | +4.1% |
| 3Y | -5.2% | +33.7% | -38.9% | -9.9% |
| 5Y | -28.2% | +52.7% | -80.9% | -33.6% |
| 10Y | +208.4% | +62.6% | +145.8% | +170.5% |
| All | +54,250.4% | -23.1% | +54,273.5% | +28,736.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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