-28.2%
DHR vs AMC
-99.5%
+71.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.0% |
| 7D | -0.8% | -0.8% | 0.0% | -0.8% |
| 30D | +0.2% | -1.2% | +1.4% | +0.2% |
| 3M | +12.1% | +42.2% | -30.2% | +9.4% |
| 6M | +5.4% | +118.8% | -113.4% | +0.3% |
| YTD | -10.0% | +64.1% | -74.1% | -13.3% |
| 1Y | +4.1% | -9.5% | +13.6% | +2.9% |
| 3Y | -5.2% | -64.3% | +59.2% | -4.8% |
| 5Y | -28.2% | -99.5% | +71.2% | -19.7% |
| All | -28.2% | -99.5% | +71.2% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling