-5.2%
DHR vs EMB
+30.2%
-35.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.0% |
| 7D | -0.8% | +0.3% | -1.1% | -1.2% |
| 30D | +0.2% | -0.5% | +0.7% | +0.9% |
| 3M | +12.1% | +0.3% | +11.7% | +11.5% |
| 6M | +5.4% | +1.2% | +4.2% | +3.7% |
| YTD | -10.0% | +1.5% | -11.4% | -11.8% |
| 1Y | +4.1% | +4.8% | -0.7% | -2.4% |
| 3Y | -5.2% | +30.4% | -35.5% | -27.2% |
| All | -5.2% | +30.2% | -35.3% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling