+5.1%
DHR vs AMBA
-20.7%
+25.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.6% |
| 7D | -3.9% | -11.0% | +7.1% | -4.0% |
| 30D | +4.0% | -23.2% | +27.2% | +3.6% |
| 3M | +11.5% | -12.7% | +24.2% | +11.5% |
| 6M | +1.9% | +11.2% | -9.4% | -1.4% |
| YTD | -8.9% | -11.2% | +2.3% | -10.8% |
| 1Y | +5.1% | -22.5% | +27.6% | +2.6% |
| All | +5.1% | -20.7% | +25.8% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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