-6.5%
DHR vs ALLY
+74.0%
-80.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -3.9% | +3.7% | -7.6% | -4.9% |
| 30D | +4.0% | -2.3% | +6.3% | +4.6% |
| 3M | +11.5% | +3.8% | +7.7% | +10.2% |
| 6M | +1.9% | +9.7% | -7.9% | -1.1% |
| YTD | -8.9% | -1.4% | -7.5% | -9.1% |
| 1Y | +5.1% | +8.2% | -3.1% | +2.0% |
| All | -6.5% | +74.0% | -80.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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