-11.6%
DHR vs AMC
-99.3%
+87.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.6% |
| 7D | -0.9% | +2.6% | -3.5% | -1.0% |
| 30D | +5.4% | +9.0% | -3.6% | +4.9% |
| 3M | +15.3% | +22.2% | -6.8% | +14.0% |
| 6M | +32.1% | +91.5% | -59.3% | +26.6% |
| YTD | +1.2% | +101.3% | -100.1% | -3.7% |
| 1Y | +10.1% | +20.8% | -10.7% | +7.2% |
| 3Y | +19.9% | -71.3% | +91.2% | +22.1% |
| All | -11.6% | -99.3% | +87.7% | -0.7% |
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