+5.1%
DHR vs AR
+22.7%
-17.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.6% |
| 7D | -3.9% | +2.5% | -6.4% | -3.8% |
| 30D | +4.0% | +14.8% | -10.8% | +4.7% |
| 3M | +11.5% | +6.2% | +5.3% | +12.1% |
| 6M | +1.9% | +4.3% | -2.4% | +1.7% |
| YTD | -8.9% | +14.4% | -23.3% | -9.5% |
| 1Y | +5.1% | +21.3% | -16.2% | +3.3% |
| All | +5.1% | +22.7% | -17.6% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling