+172.8%
DHR vs HUT
+240.9%
-68.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.6% | -7.9% | -0.7% |
| 7D | +0.2% | +24.8% | -24.6% | -0.8% |
| 30D | +6.4% | -28.4% | +34.7% | +7.5% |
| 3M | +13.6% | -31.2% | +44.9% | +14.7% |
| 6M | +41.9% | -40.2% | +82.1% | +43.1% |
| YTD | +3.4% | +32.9% | -29.5% | -0.3% |
| 1Y | +9.9% | +39.1% | -29.2% | +5.3% |
| 3Y | +21.6% | +462.8% | -441.2% | +3.7% |
| 5Y | -10.6% | -13.9% | +3.3% | -22.2% |
| All | +172.8% | +240.9% | -68.2% | +99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling