+10.7%
DHR vs EWZ
+7.8%
+2.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.9% |
| 7D | +0.4% | -4.1% | +4.4% | +0.8% |
| 30D | +6.2% | -25.0% | +31.2% | +9.0% |
| 3M | +20.8% | -10.6% | +31.5% | +19.6% |
| 6M | +35.5% | -16.6% | +52.1% | +36.1% |
| YTD | +3.2% | +2.5% | +0.8% | -1.1% |
| 1Y | +10.7% | +8.1% | +2.6% | +5.8% |
| All | +10.7% | +7.8% | +2.9% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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