-11.6%
DHR vs AMBA
-70.4%
+58.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.4% | +1.0% |
| 7D | -0.9% | -7.2% | +6.4% | 0.0% |
| 30D | +5.4% | -10.4% | +15.8% | +6.7% |
| 3M | +15.3% | -30.1% | +45.5% | +20.0% |
| 6M | +32.1% | -22.4% | +54.6% | +32.2% |
| YTD | +1.2% | -17.3% | +18.5% | -0.8% |
| 1Y | +10.1% | -35.4% | +45.5% | +11.8% |
| 3Y | +19.9% | +18.6% | +1.2% | +3.6% |
| All | -11.6% | -70.4% | +58.8% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling