+61,491.1%
DHR vs EIX
+1,171.7%
+60,319.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.4% |
| 7D | +2.6% | -1.5% | +4.0% | +2.9% |
| 30D | +4.2% | +8.1% | -3.9% | +2.5% |
| 3M | +13.0% | -12.1% | +25.2% | +14.7% |
| 6M | +40.2% | -13.4% | +53.6% | +42.3% |
| YTD | +2.0% | +5.6% | -3.6% | -0.9% |
| 1Y | +6.6% | +7.8% | -1.2% | +3.1% |
| 3Y | +19.9% | +9.8% | +10.1% | +14.1% |
| 5Y | -11.7% | +18.8% | -30.6% | -17.6% |
| 10Y | +240.6% | +34.4% | +206.1% | +199.8% |
| All | +61,491.1% | +1,171.7% | +60,319.4% | +32,730.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling