-28.0%
DHR vs ALNY
+30.5%
-58.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -3.6% | -6.5% | +2.9% | -2.8% |
| 30D | -2.7% | +11.0% | -13.8% | -4.1% |
| 3M | +10.9% | -14.1% | +25.0% | +12.0% |
| 6M | +3.0% | -22.4% | +25.4% | +5.4% |
| YTD | -12.2% | -37.5% | +25.3% | -7.8% |
| 1Y | +3.3% | -46.9% | +50.2% | +10.5% |
| 3Y | -8.2% | +22.1% | -30.3% | -13.8% |
| All | -28.0% | +30.5% | -58.5% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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