+22.0%
DHR vs COO
-22.2%
+44.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +2.6% | +4.5% | -1.9% | +1.0% |
| 30D | +7.4% | +16.9% | -9.5% | +1.3% |
| 3M | +13.0% | -16.7% | +29.7% | +20.6% |
| 6M | +38.5% | +5.9% | +32.5% | +34.1% |
| YTD | +3.8% | -22.4% | +26.2% | +13.3% |
| 1Y | +12.6% | -10.1% | +22.7% | +16.1% |
| 3Y | +22.0% | -22.8% | +44.8% | +26.9% |
| All | +22.0% | -22.2% | +44.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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