+215.7%
DHR vs APH
+1,046.4%
-830.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -2.4% | +1.6% | -4.0% | -3.0% |
| 30D | -2.2% | -3.0% | +0.8% | -1.3% |
| 3M | +9.0% | +5.7% | +3.2% | +4.8% |
| 6M | +3.5% | +20.0% | -16.5% | -6.6% |
| YTD | -10.1% | +20.8% | -30.9% | -20.8% |
| 1Y | +6.2% | +40.2% | -34.1% | -13.7% |
| 3Y | -5.4% | +288.1% | -293.5% | -57.7% |
| 5Y | -27.9% | +352.5% | -380.4% | -70.7% |
| 10Y | +215.7% | +1,062.4% | -846.7% | -27.9% |
| All | +215.7% | +1,046.4% | -830.6% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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