+140.3%
DHR vs HUT
+422.3%
-282.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -1.9% |
| 7D | -3.9% | +17.8% | -21.7% | -4.6% |
| 30D | +4.0% | +0.8% | +3.2% | +3.8% |
| 3M | +11.5% | -26.8% | +38.3% | +12.3% |
| 6M | +1.9% | +72.6% | -70.7% | -1.9% |
| YTD | -8.9% | +103.6% | -112.5% | -13.3% |
| 1Y | +5.1% | +265.3% | -260.2% | -3.6% |
| 3Y | -10.3% | +689.4% | -699.7% | -24.3% |
| 5Y | -27.8% | +75.3% | -103.1% | -38.6% |
| All | +140.3% | +422.3% | -282.0% | +73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling