-9.9%
DHR vs AMIX
-99.9%
+89.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.6% |
| 7D | -3.9% | -13.7% | +9.8% | -3.9% |
| 30D | +4.0% | -62.1% | +66.1% | +3.7% |
| 3M | +11.5% | -46.2% | +57.7% | +12.6% |
| 6M | +1.9% | -46.4% | +48.3% | +2.9% |
| YTD | -8.9% | -60.3% | +51.4% | -8.0% |
| 1Y | +5.1% | -79.7% | +84.8% | +6.0% |
| All | -9.9% | -99.9% | +89.9% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling