+11.6%
DHR vs BIYA
-99.9%
+111.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.2% | +9.0% | -7.8% | +1.2% |
| 30D | +3.7% | -12.9% | +16.7% | +3.7% |
| 3M | +14.5% | -54.7% | +69.2% | +14.5% |
| 6M | +40.9% | -85.1% | +126.0% | +41.0% |
| YTD | +2.4% | -96.9% | +99.3% | +2.7% |
| 1Y | +6.1% | -98.5% | +104.6% | +6.5% |
| All | +11.6% | -99.9% | +111.5% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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