-4.1%
DHR vs AR
+45.9%
-50.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.5% |
| 7D | -3.9% | +2.5% | -6.4% | -4.1% |
| 30D | +4.0% | +14.8% | -10.8% | +2.9% |
| 3M | +11.5% | +6.2% | +5.3% | +10.9% |
| 6M | +1.9% | +4.3% | -2.4% | +1.1% |
| YTD | -8.9% | +14.4% | -23.3% | -10.7% |
| 1Y | +5.1% | +21.3% | -16.2% | +2.0% |
| All | -4.1% | +45.9% | -50.0% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling