-8.7%
DHR vs NET
+339.9%
-348.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | -3.9% | -7.0% | +3.1% | -3.2% |
| 30D | +4.0% | -4.8% | +8.8% | +4.3% |
| 3M | +11.5% | +3.8% | +7.7% | +10.5% |
| 6M | +1.9% | +50.0% | -48.2% | -4.2% |
| YTD | -8.9% | +41.5% | -50.4% | -14.0% |
| 1Y | +5.1% | +32.8% | -27.7% | -0.6% |
| All | -8.7% | +339.9% | -348.6% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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