+203.8%
DHR vs APTV
-16.1%
+219.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -5.0% | +1.4% | -2.5% |
| 30D | -2.7% | -6.1% | +3.3% | -1.5% |
| 3M | +10.9% | -33.0% | +43.9% | +20.6% |
| 6M | +3.0% | -35.2% | +38.3% | +11.9% |
| YTD | -12.2% | -40.1% | +27.9% | -3.2% |
| 1Y | +3.3% | -45.6% | +48.9% | +16.4% |
| 3Y | -8.2% | -54.4% | +46.1% | +4.6% |
| 5Y | -29.9% | -68.9% | +39.0% | -15.9% |
| All | +203.8% | -16.1% | +219.9% | +207.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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