-28.2%
DHR vs HAS
+10.6%
-38.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -2.4% | -4.8% | +2.4% | -1.1% |
| 30D | -2.2% | -5.1% | +3.0% | -0.8% |
| 3M | +9.0% | +6.4% | +2.6% | +6.5% |
| 6M | +3.5% | -5.6% | +9.1% | +4.2% |
| YTD | -10.1% | +11.0% | -21.1% | -14.1% |
| 1Y | +6.2% | +16.8% | -10.6% | -0.2% |
| 3Y | -5.4% | +44.0% | -49.4% | -18.5% |
| All | -28.2% | +10.6% | -38.9% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling