+10.7%
DHR vs DE
+49.6%
-38.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.9% |
| 7D | +0.4% | +5.6% | -5.2% | -0.4% |
| 30D | +6.2% | -0.8% | +7.0% | +6.3% |
| 3M | +20.8% | +9.8% | +11.0% | +19.1% |
| 6M | +35.5% | +17.5% | +18.0% | +31.8% |
| YTD | +3.2% | +46.5% | -43.2% | -3.4% |
| 1Y | +10.7% | +46.1% | -35.4% | +3.5% |
| All | +10.7% | +49.6% | -38.9% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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