+5.1%
DHR vs HUT
+238.9%
-233.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -1.6% |
| 7D | -3.9% | +17.8% | -21.7% | -4.0% |
| 30D | +4.0% | +0.8% | +3.2% | +3.9% |
| 3M | +11.5% | -26.8% | +38.3% | +11.9% |
| 6M | +1.9% | +72.6% | -70.7% | -0.2% |
| YTD | -8.9% | +103.6% | -112.5% | -10.6% |
| 1Y | +5.1% | +265.3% | -260.2% | +5.3% |
| All | +5.1% | +238.9% | -233.8% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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