+5,744.4%
DHR vs AMT
+1,311.4%
+4,433.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | -3.9% | -0.2% | -3.7% | -3.9% |
| 30D | +4.0% | +4.6% | -0.6% | +3.1% |
| 3M | +11.5% | -8.4% | +19.9% | +13.1% |
| 6M | +1.9% | -6.0% | +7.9% | +2.7% |
| YTD | -8.9% | +2.1% | -11.0% | -9.6% |
| 1Y | +5.1% | -6.4% | +11.5% | +5.8% |
| 3Y | -10.3% | +8.1% | -18.3% | -12.8% |
| 5Y | -27.8% | -31.9% | +4.1% | -24.1% |
| 10Y | +203.6% | +97.1% | +106.5% | +168.0% |
| All | +5,744.4% | +1,311.4% | +4,433.0% | +3,435.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling