+5,113.5%
DHR vs AU
+789.2%
+4,324.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -2.4% | +0.6% | -3.1% | -2.5% |
| 30D | -2.2% | +12.3% | -14.5% | -2.9% |
| 3M | +9.0% | +29.4% | -20.4% | +6.8% |
| 6M | +3.5% | +3.2% | +0.3% | +2.7% |
| YTD | -10.1% | +31.8% | -41.9% | -12.5% |
| 1Y | +6.2% | +83.4% | -77.2% | +0.8% |
| 3Y | -5.4% | +623.1% | -628.5% | -19.6% |
| 5Y | -27.9% | +700.5% | -728.4% | -39.8% |
| 10Y | +215.7% | +717.6% | -501.8% | +153.6% |
| All | +5,113.5% | +789.2% | +4,324.3% | +4,141.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling