-8.2%
DHR vs FRSH
-46.4%
+38.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -6.6% | +3.0% | -2.7% |
| 30D | -2.7% | +2.1% | -4.8% | -3.1% |
| 3M | +10.9% | +29.0% | -18.0% | +6.7% |
| 6M | +3.0% | +48.6% | -45.6% | -3.4% |
| YTD | -12.2% | -2.9% | -9.3% | -12.4% |
| 1Y | +3.3% | -7.9% | +11.2% | +3.8% |
| 3Y | -8.2% | -46.5% | +38.3% | -5.0% |
| All | -8.2% | -46.4% | +38.2% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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