+21.0%
DHR vs AVAV
-3.9%
+24.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.6% |
| 7D | +1.2% | +4.2% | -3.0% | +0.8% |
| 30D | +3.7% | -2.6% | +6.3% | +3.7% |
| 3M | +14.5% | -38.0% | +52.5% | +19.0% |
| 6M | +40.9% | -27.0% | +67.9% | +43.3% |
| YTD | +2.4% | -51.4% | +53.8% | +6.7% |
| 1Y | +6.1% | -60.2% | +66.4% | +12.8% |
| 3Y | +21.0% | -6.7% | +27.7% | +13.7% |
| All | +21.0% | -3.9% | +24.9% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling