+6,528.9%
DHR vs AMT
+1,433.3%
+5,095.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +3.1% | +0.4% | +2.8% | +3.1% |
| 30D | +7.0% | +3.7% | +3.3% | +6.2% |
| 3M | +15.0% | +10.7% | +4.3% | +12.7% |
| 6M | +37.9% | +9.3% | +28.6% | +35.2% |
| YTD | +3.3% | +10.9% | -7.6% | +0.8% |
| 1Y | +12.8% | +10.5% | +2.3% | +10.1% |
| 3Y | +22.4% | +15.5% | +6.8% | +17.5% |
| 5Y | -9.1% | -20.6% | +11.5% | -7.1% |
| 10Y | +247.9% | +124.5% | +123.4% | +200.1% |
| All | +6,528.9% | +1,433.3% | +5,095.6% | +3,843.1% |
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