+3.3%
DHR vs FTI
+89.7%
-86.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.2% |
| 7D | -3.6% | -4.4% | +0.8% | -3.6% |
| 30D | -2.7% | +1.5% | -4.2% | -2.7% |
| 3M | +10.9% | +8.2% | +2.7% | +10.8% |
| 6M | +3.0% | +18.8% | -15.8% | +0.4% |
| YTD | -12.2% | +71.7% | -83.9% | -19.4% |
| 1Y | +3.3% | +90.0% | -86.7% | -5.3% |
| All | +3.3% | +89.7% | -86.4% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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