+1,842.1%
DHR vs AMP
+2,108.3%
-266.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -0.8% | +2.6% | -3.4% | -1.6% |
| 30D | +0.2% | +0.8% | -0.6% | -0.1% |
| 3M | +12.1% | +24.3% | -12.2% | +4.4% |
| 6M | +5.4% | +20.6% | -15.1% | -0.9% |
| YTD | -10.0% | +14.6% | -24.6% | -14.4% |
| 1Y | +4.1% | +14.5% | -10.5% | -1.2% |
| 3Y | -5.2% | +67.9% | -73.1% | -20.9% |
| 5Y | -28.2% | +122.5% | -150.7% | -45.7% |
| 10Y | +208.4% | +573.3% | -364.9% | +52.1% |
| All | +1,842.1% | +2,108.3% | -266.2% | +498.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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