+12.2%
DHR vs AMC
+40.5%
-28.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.3% | -6.2% | +1.5% |
| 7D | +3.1% | +6.6% | -3.4% | +2.6% |
| 30D | +7.0% | +14.1% | -7.1% | +5.8% |
| 3M | +15.0% | +31.3% | -16.2% | +12.5% |
| 6M | +37.9% | +126.7% | -88.8% | +27.3% |
| YTD | +3.3% | +117.9% | -114.6% | -5.6% |
| All | +12.2% | +40.5% | -28.3% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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