-5.9%
DHR vs EIX
-1.6%
-4.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.5% | -5.7% | -1.8% |
| 7D | -0.8% | +0.9% | -1.7% | -1.0% |
| 30D | +0.2% | -13.5% | +13.8% | +1.8% |
| 3M | +12.1% | -15.3% | +27.3% | +14.0% |
| 6M | +5.4% | -15.3% | +20.7% | +7.0% |
| YTD | -10.0% | +2.7% | -12.7% | -13.2% |
| 1Y | +4.1% | +17.4% | -13.4% | -3.0% |
| All | -5.9% | -1.6% | -4.3% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling