-5.2%
DHR vs ARWR
+181.4%
-186.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.3% | -1.0% |
| 7D | -0.8% | +2.9% | -3.7% | -1.1% |
| 30D | +0.2% | -2.9% | +3.1% | +0.5% |
| 3M | +12.1% | +15.2% | -3.2% | +9.6% |
| 6M | +5.4% | +42.3% | -36.9% | 0.0% |
| YTD | -10.0% | +28.2% | -38.2% | -13.7% |
| 1Y | +4.1% | +213.2% | -209.2% | -12.4% |
| 3Y | -5.2% | +184.6% | -189.8% | -28.1% |
| All | -5.2% | +181.4% | -186.5% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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