+203.8%
DHR vs AU
+699.0%
-495.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -3.6% | -4.3% | +0.6% | -3.4% |
| 30D | -2.7% | +7.3% | -10.1% | -3.1% |
| 3M | +10.9% | +26.3% | -15.4% | +9.4% |
| 6M | +3.0% | +1.8% | +1.3% | +2.6% |
| YTD | -12.2% | +26.8% | -39.0% | -13.8% |
| 1Y | +3.3% | +66.7% | -63.4% | -0.2% |
| 3Y | -8.2% | +579.1% | -587.3% | -19.2% |
| 5Y | -29.9% | +689.3% | -719.2% | -39.1% |
| All | +203.8% | +699.0% | -495.2% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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