+10.1%
DHR vs AMIX
-91.4%
+101.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.9% | -16.0% | +15.2% | -0.9% |
| 30D | +5.4% | -55.4% | +60.8% | +5.0% |
| 3M | +15.3% | -87.5% | +102.9% | +14.4% |
| 6M | +32.1% | -81.2% | +113.3% | +33.7% |
| YTD | +1.2% | -86.8% | +88.0% | +2.1% |
| 1Y | +10.1% | -91.6% | +101.7% | +10.6% |
| All | +10.1% | -91.4% | +101.5% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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