-8.2%
DHR vs HIG
+101.1%
-109.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -1.5% | -2.2% | -3.2% |
| 30D | -2.7% | -0.4% | -2.4% | -2.7% |
| 3M | +10.9% | +6.7% | +4.3% | +8.2% |
| 6M | +3.0% | +2.0% | +1.1% | +2.0% |
| YTD | -12.2% | +0.3% | -12.5% | -12.8% |
| 1Y | +3.3% | +4.2% | -0.9% | +1.2% |
| 3Y | -8.2% | +102.2% | -110.4% | -24.5% |
| All | -8.2% | +101.1% | -109.3% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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