+22.4%
DHR vs ALK
+21.9%
+0.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +7.1% | -5.0% | +0.9% |
| 7D | +3.1% | +8.9% | -5.8% | +1.6% |
| 30D | +7.0% | +5.9% | +1.0% | +5.7% |
| 3M | +15.0% | -16.5% | +31.6% | +18.4% |
| 6M | +37.9% | +2.1% | +35.8% | +35.9% |
| YTD | +3.3% | -17.1% | +20.4% | +4.4% |
| 1Y | +12.8% | -2.9% | +15.7% | +10.3% |
| 3Y | +22.4% | +24.5% | -2.1% | +12.2% |
| All | +22.4% | +21.9% | +0.5% | +12.2% |
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