+4.1%
DHR vs AVAV
-35.3%
+39.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.0% | -1.4% |
| 7D | -0.8% | +3.2% | -4.0% | -1.0% |
| 30D | +0.2% | -20.3% | +20.6% | +1.6% |
| 3M | +12.1% | -19.4% | +31.5% | +13.6% |
| 6M | +5.4% | -35.3% | +40.7% | +7.9% |
| YTD | -10.0% | -38.5% | +28.5% | -8.8% |
| 1Y | +4.1% | -37.2% | +41.3% | -6.2% |
| All | +4.1% | -35.3% | +39.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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