-6.5%
DHR vs AMC
-67.9%
+61.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.3% | -5.9% | -1.8% |
| 7D | -3.9% | +2.3% | -6.2% | -4.0% |
| 30D | +4.0% | -0.7% | +4.8% | +4.0% |
| 3M | +11.5% | +35.2% | -23.7% | +9.4% |
| 6M | +1.9% | +124.6% | -122.7% | -2.6% |
| YTD | -8.9% | +69.9% | -78.8% | -12.1% |
| 1Y | +5.1% | -2.6% | +7.7% | +3.4% |
| All | -6.5% | -67.9% | +61.3% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling