+54,893.9%
DHR vs HAS
+3,598.5%
+51,295.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -3.9% | -1.8% | -2.1% | -3.5% |
| 30D | +4.0% | +2.3% | +1.7% | +3.4% |
| 3M | +11.5% | +10.4% | +1.1% | +8.4% |
| 6M | +1.9% | -3.2% | +5.1% | +1.8% |
| YTD | -8.9% | +15.4% | -24.3% | -12.9% |
| 1Y | +5.1% | +18.8% | -13.7% | -0.3% |
| 3Y | -10.3% | +43.9% | -54.2% | -20.1% |
| 5Y | -27.8% | +13.9% | -41.7% | -33.1% |
| 10Y | +203.6% | +56.4% | +147.2% | +146.3% |
| All | +54,893.9% | +3,598.5% | +51,295.4% | +19,357.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling