-29.8%
DHR vs EAT
+308.2%
-337.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | -5.0% | -6.2% | +1.2% | -4.3% |
| 30D | -3.3% | -3.0% | -0.3% | -3.2% |
| 3M | +9.4% | +45.6% | -36.2% | +4.4% |
| 6M | +3.2% | +53.5% | -50.4% | -2.6% |
| YTD | -12.0% | +49.6% | -61.6% | -16.9% |
| 1Y | +4.9% | +38.9% | -34.0% | -0.3% |
| 3Y | -7.4% | +589.7% | -597.0% | -33.2% |
| 5Y | -29.8% | +318.7% | -348.4% | -51.3% |
| All | -29.8% | +308.2% | -337.9% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling