+21.0%
DHR vs APH
+269.8%
-248.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.6% |
| 7D | +1.2% | +4.9% | -3.7% | +0.4% |
| 30D | +3.7% | -5.4% | +9.1% | +4.3% |
| 3M | +14.5% | -5.5% | +19.9% | +14.9% |
| 6M | +40.9% | +25.9% | +15.0% | +32.8% |
| YTD | +2.4% | +16.4% | -14.0% | -2.8% |
| 1Y | +6.1% | +16.5% | -10.4% | +0.6% |
| 3Y | +21.0% | +270.9% | -249.8% | -31.3% |
| All | +21.0% | +269.8% | -248.8% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling