-28.2%
DHR vs ALL
+117.0%
-145.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.6% |
| 7D | -0.8% | -1.7% | +0.9% | -0.4% |
| 30D | +0.2% | -4.7% | +4.9% | +1.2% |
| 3M | +12.1% | +18.4% | -6.3% | +7.6% |
| 6M | +5.4% | +20.5% | -15.1% | +0.6% |
| YTD | -10.0% | +23.5% | -33.5% | -14.8% |
| 1Y | +4.1% | +29.0% | -24.9% | -2.7% |
| 3Y | -5.2% | +153.7% | -158.9% | -27.7% |
| 5Y | -28.2% | +114.8% | -143.0% | -40.5% |
| All | -28.2% | +117.0% | -145.2% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 5y: compounded portfolio wealth divided by compounded ALL 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…
5y analysis · Full analysis span regression · 6 months rolling