+249.4%
DHR vs AMT
+125.6%
+123.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +2.6% | +1.6% | +1.0% | +1.9% |
| 30D | +7.4% | +4.5% | +3.0% | +5.4% |
| 3M | +13.0% | +13.8% | -0.8% | +7.0% |
| 6M | +38.5% | +10.0% | +28.4% | +32.3% |
| YTD | +3.8% | +11.8% | -8.0% | -2.2% |
| 1Y | +12.6% | +10.2% | +2.4% | +6.6% |
| 3Y | +22.0% | +15.1% | +6.8% | +9.5% |
| 5Y | -9.5% | -18.8% | +9.3% | -6.2% |
| 10Y | +249.4% | +133.7% | +115.7% | +162.6% |
| All | +249.4% | +125.6% | +123.8% | +162.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling