+203.8%
DHR vs AON
+204.8%
-1.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.5% |
| 7D | -3.6% | -6.3% | +2.7% | -1.1% |
| 30D | -2.7% | -14.1% | +11.4% | +3.1% |
| 3M | +10.9% | -9.5% | +20.4% | +14.9% |
| 6M | +3.0% | -4.0% | +7.1% | +4.0% |
| YTD | -12.2% | -13.8% | +1.6% | -7.9% |
| 1Y | +3.3% | -18.3% | +21.6% | +10.6% |
| 3Y | -8.2% | -7.2% | -1.0% | -8.5% |
| 5Y | -29.9% | +7.3% | -37.2% | -35.3% |
| All | +203.8% | +204.8% | -1.0% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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