+21.0%
DHR vs ALK
+13.2%
+7.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +0.6% |
| 7D | +1.2% | -1.2% | +2.4% | +1.4% |
| 30D | +3.7% | +7.7% | -4.0% | +2.2% |
| 3M | +14.5% | -19.0% | +33.5% | +18.4% |
| 6M | +40.9% | -0.2% | +41.1% | +39.3% |
| YTD | +2.4% | -23.5% | +25.9% | +4.9% |
| 1Y | +6.1% | -9.1% | +15.2% | +4.9% |
| 3Y | +21.0% | +12.0% | +9.0% | +12.8% |
| All | +21.0% | +13.2% | +7.8% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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