+253.2%
DHR vs ALLE
+210.2%
+43.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.7% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | +6.4% | +27.4% | -21.0% | -4.2% |
| 3M | +13.6% | +13.8% | -0.2% | +7.2% |
| 6M | +41.9% | +45.5% | -3.6% | +20.5% |
| YTD | +3.4% | +21.4% | -18.0% | -5.9% |
| 1Y | +9.9% | +15.4% | -5.5% | +2.1% |
| 3Y | +21.6% | +91.7% | -70.1% | -9.0% |
| 5Y | -10.6% | +54.5% | -65.1% | -28.8% |
| All | +253.2% | +210.2% | +43.0% | +117.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling