+10.7%
DHR vs AMT
+13.5%
-2.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.0% | -1.9% | +1.5% |
| 7D | +0.4% | +6.0% | -5.7% | -0.4% |
| 30D | +6.2% | +20.1% | -13.9% | +3.2% |
| 3M | +20.8% | +12.4% | +8.4% | +18.6% |
| 6M | +35.5% | +9.9% | +25.6% | +32.9% |
| YTD | +3.2% | +14.4% | -11.1% | +0.3% |
| 1Y | +10.7% | +12.4% | -1.8% | +8.4% |
| All | +10.7% | +13.5% | -2.8% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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