+247.9%
DHR vs ALLE
+233.6%
+14.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.0% |
| 7D | +3.1% | -0.6% | +3.8% | +3.4% |
| 30D | +7.0% | +26.6% | -19.6% | -3.4% |
| 3M | +15.0% | +13.2% | +1.9% | +8.7% |
| 6M | +37.9% | +42.9% | -5.0% | +18.1% |
| YTD | +3.3% | +21.0% | -17.7% | -5.8% |
| 1Y | +12.8% | +15.2% | -2.3% | +5.0% |
| 3Y | +22.4% | +95.6% | -73.2% | -9.1% |
| 5Y | -9.1% | +53.4% | -62.5% | -27.4% |
| 10Y | +247.9% | +221.5% | +26.5% | +112.2% |
| All | +247.9% | +233.6% | +14.3% | +112.2% |
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