+10.7%
DHR vs EQT
-3.4%
+14.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +1.6% |
| 7D | +0.4% | -6.6% | +6.9% | -0.5% |
| 30D | +6.2% | +2.7% | +3.5% | +6.5% |
| 3M | +20.8% | -0.2% | +21.0% | +20.9% |
| 6M | +35.5% | -10.6% | +46.1% | +33.9% |
| YTD | +3.2% | -1.2% | +4.4% | +1.8% |
| 1Y | +10.7% | -4.9% | +15.5% | +9.4% |
| All | +10.7% | -3.4% | +14.1% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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