-27.3%
DHR vs NET
+112.9%
-140.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.3% |
| 7D | -3.9% | -7.0% | +3.1% | -3.0% |
| 30D | +4.0% | -4.8% | +8.8% | +4.4% |
| 3M | +11.5% | +3.8% | +7.7% | +10.3% |
| 6M | +1.9% | +50.0% | -48.2% | -5.4% |
| YTD | -8.9% | +41.5% | -50.4% | -15.2% |
| 1Y | +5.1% | +32.8% | -27.7% | -1.8% |
| 3Y | -10.3% | +335.9% | -346.2% | -32.4% |
| All | -27.3% | +112.9% | -140.2% | -47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling