+203.8%
DHR vs EMB
+30.3%
+173.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -3.6% | -1.2% | -2.4% | -2.4% |
| 30D | -2.7% | -1.3% | -1.5% | -1.5% |
| 3M | +10.9% | -1.8% | +12.7% | +12.9% |
| 6M | +3.0% | +0.2% | +2.8% | +2.9% |
| YTD | -12.2% | +0.4% | -12.6% | -12.5% |
| 1Y | +3.3% | +2.8% | +0.5% | +0.6% |
| 3Y | -8.2% | +29.1% | -37.3% | -27.8% |
| 5Y | -29.9% | +6.3% | -36.2% | -34.7% |
| All | +203.8% | +30.3% | +173.4% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling