+1,431.2%
DHR vs AVAV
+351.0%
+1,080.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.5% | -8.7% | +0.3% |
| 7D | -0.9% | -10.6% | +9.7% | +0.5% |
| 30D | +5.4% | -18.8% | +24.2% | +8.2% |
| 3M | +15.3% | -34.1% | +49.4% | +21.5% |
| 6M | +32.1% | -35.3% | +67.5% | +37.7% |
| YTD | +1.2% | -53.4% | +54.6% | +8.5% |
| 1Y | +10.1% | -65.6% | +75.7% | +23.0% |
| 3Y | +19.9% | -5.1% | +24.9% | +10.0% |
| 5Y | -8.8% | +18.5% | -27.3% | -22.0% |
| 10Y | +255.3% | +369.8% | -114.5% | +121.8% |
| All | +1,431.2% | +351.0% | +1,080.1% | +729.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling