+6.2%
DHR vs IR
-8.0%
+14.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | +0.5% |
| 7D | -2.4% | -1.9% | -0.5% | -1.8% |
| 30D | -2.2% | -15.0% | +12.9% | +3.0% |
| 3M | +9.0% | -0.4% | +9.4% | +8.6% |
| 6M | +3.5% | -15.0% | +18.5% | +8.2% |
| YTD | -10.1% | -7.1% | -3.1% | -10.6% |
| 1Y | +6.2% | -7.5% | +13.7% | +6.6% |
| All | +6.2% | -8.0% | +14.2% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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