+208.4%
DHR vs AMBA
-5.3%
+213.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.3% |
| 7D | -0.8% | -6.4% | +5.6% | 0.0% |
| 30D | +0.2% | -26.8% | +27.1% | +4.3% |
| 3M | +12.1% | -7.6% | +19.7% | +11.1% |
| 6M | +5.4% | +21.2% | -15.8% | -1.1% |
| YTD | -10.0% | -10.4% | +0.4% | -12.1% |
| 1Y | +4.1% | -24.4% | +28.5% | +3.3% |
| 3Y | -5.2% | +6.0% | -11.2% | -14.6% |
| 5Y | -28.2% | -53.9% | +25.7% | -31.9% |
| 10Y | +208.4% | -6.2% | +214.6% | +139.5% |
| All | +208.4% | -5.3% | +213.6% | +139.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling