+4.9%
DHR vs FIG
-58.7%
+63.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.1% |
| 7D | -5.0% | -12.2% | +7.2% | -4.4% |
| 30D | -3.3% | -11.0% | +7.6% | -2.9% |
| 3M | +9.4% | +11.9% | -2.4% | +8.6% |
| 6M | +3.2% | -21.9% | +25.1% | +3.4% |
| YTD | -12.0% | -40.8% | +28.7% | -12.1% |
| 1Y | +4.9% | -56.6% | +61.5% | +5.8% |
| All | +4.9% | -58.7% | +63.6% | +5.8% |
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