+3.3%
DHR vs EIX
+6.9%
-3.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.1% |
| 7D | -3.6% | -1.4% | -2.3% | -3.6% |
| 30D | -2.7% | -19.3% | +16.6% | -1.7% |
| 3M | +10.9% | -21.7% | +32.6% | +12.1% |
| 6M | +3.0% | -19.8% | +22.9% | +3.1% |
| YTD | -12.2% | -3.0% | -9.2% | -18.1% |
| 1Y | +3.3% | +5.1% | -1.8% | -6.3% |
| All | +3.3% | +6.9% | -3.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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