-8.2%
DHR vs DE
+74.6%
-82.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -2.6% | -1.1% | -3.0% |
| 30D | -2.7% | +9.0% | -11.8% | -5.1% |
| 3M | +10.9% | +19.1% | -8.2% | +5.2% |
| 6M | +3.0% | +14.4% | -11.3% | -1.4% |
| YTD | -12.2% | +45.9% | -58.1% | -22.8% |
| 1Y | +3.3% | +43.6% | -40.3% | -8.9% |
| 3Y | -8.2% | +75.9% | -84.1% | -24.8% |
| All | -8.2% | +74.6% | -82.8% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling