+5.1%
DHR vs FIG
-56.9%
+62.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | -1.4% |
| 7D | -3.9% | -16.3% | +12.4% | -3.1% |
| 30D | +4.0% | -14.3% | +18.3% | +4.6% |
| 3M | +11.5% | +7.2% | +4.3% | +10.8% |
| 6M | +1.9% | -18.6% | +20.5% | +1.8% |
| YTD | -8.9% | -35.5% | +26.6% | -9.3% |
| 1Y | +5.1% | -55.8% | +60.9% | +3.9% |
| All | +5.1% | -56.9% | +62.0% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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