+12.6%
DHR vs AMT
+12.4%
+0.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +2.6% | +1.6% | +1.0% | +2.4% |
| 30D | +7.4% | +4.5% | +3.0% | +6.7% |
| 3M | +13.0% | +13.8% | -0.8% | +10.6% |
| 6M | +38.5% | +10.0% | +28.4% | +36.0% |
| YTD | +3.8% | +11.8% | -8.0% | +1.2% |
| 1Y | +12.6% | +10.2% | +2.4% | +10.4% |
| All | +12.6% | +12.4% | +0.2% | +10.4% |
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