+10.7%
DHR vs BTSG
+111.7%
-101.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +0.4% | +17.4% | -17.0% | +0.1% |
| 30D | +6.2% | +12.6% | -6.4% | +6.0% |
| 3M | +20.8% | +11.2% | +9.6% | +20.7% |
| 6M | +35.5% | +30.4% | +5.1% | +32.0% |
| YTD | +3.2% | +86.4% | -83.1% | -4.3% |
| 1Y | +10.7% | +117.9% | -107.2% | +1.7% |
| All | +10.7% | +111.7% | -101.0% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling