+1,242.1%
DHR vs BAH
+1,076.0%
+166.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.4% |
| 7D | +1.2% | +1.7% | -0.5% | +0.8% |
| 30D | +3.7% | +20.8% | -17.1% | -0.8% |
| 3M | +14.5% | +11.6% | +2.9% | +11.2% |
| 6M | +40.9% | +23.1% | +17.8% | +33.1% |
| YTD | +2.4% | +5.3% | -2.9% | -0.7% |
| 1Y | +6.1% | +6.1% | 0.0% | +2.5% |
| 3Y | +21.0% | -27.5% | +48.5% | +24.7% |
| 5Y | -11.4% | +6.2% | -17.6% | -18.4% |
| 10Y | +241.8% | +202.2% | +39.6% | +140.9% |
| All | +1,242.1% | +1,076.0% | +166.1% | +548.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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