+5.1%
DHR vs ALLE
-5.8%
+10.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.1% |
| 7D | -3.9% | -0.2% | -3.7% | -3.8% |
| 30D | +4.0% | -6.8% | +10.8% | +7.3% |
| 3M | +11.5% | +21.0% | -9.5% | +2.5% |
| 6M | +1.9% | +1.1% | +0.8% | -0.5% |
| YTD | -8.9% | -0.5% | -8.4% | -11.5% |
| 1Y | +5.1% | -7.3% | +12.4% | +4.8% |
| All | +5.1% | -5.8% | +10.9% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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