+21,350.2%
DHR vs DAR
+1,448.0%
+19,902.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -0.6% |
| 7D | +0.2% | +3.6% | -3.4% | 0.0% |
| 30D | +6.4% | -11.3% | +17.6% | +7.0% |
| 3M | +13.6% | -13.1% | +26.8% | +14.4% |
| 6M | +41.9% | -15.1% | +57.0% | +42.8% |
| YTD | +3.4% | +50.5% | -47.1% | +0.9% |
| 1Y | +9.9% | +57.9% | -48.1% | +6.8% |
| 3Y | +21.6% | +28.9% | -7.4% | +18.7% |
| 5Y | -10.6% | -31.4% | +20.9% | -10.4% |
| 10Y | +245.2% | +301.0% | -55.9% | +217.1% |
| All | +21,350.2% | +1,448.0% | +19,902.2% | +21,214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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