+1,278.5%
DHR vs AVAV
+478.6%
+799.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.4% |
| 7D | -3.9% | -2.2% | -1.7% | -3.6% |
| 30D | +4.0% | -13.9% | +17.9% | +6.0% |
| 3M | +11.5% | -29.2% | +40.7% | +15.7% |
| 6M | +1.9% | -36.1% | +38.0% | +6.5% |
| YTD | -8.9% | -40.2% | +31.3% | -5.3% |
| 1Y | +5.1% | -36.2% | +41.3% | +7.3% |
| 3Y | -10.3% | +47.5% | -57.8% | -22.9% |
| 5Y | -27.8% | +39.3% | -67.1% | -39.4% |
| 10Y | +203.6% | +482.6% | -278.9% | +84.8% |
| All | +1,278.5% | +478.6% | +799.9% | +624.4% |
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