+20.6%
DHR vs IAU
+98.8%
-78.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.4% | -1.2% |
| 7D | +2.6% | -5.5% | +8.0% | +2.9% |
| 30D | +4.2% | -7.0% | +11.2% | +4.6% |
| 3M | +13.0% | -12.3% | +25.3% | +13.9% |
| 6M | +40.2% | -17.9% | +58.1% | +42.0% |
| YTD | +2.0% | -10.3% | +12.3% | +2.6% |
| 1Y | +6.6% | -7.9% | +14.5% | +7.0% |
| All | +20.6% | +98.8% | -78.2% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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