-8.2%
DHR vs NI
+68.9%
-77.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | 0.0% | -3.7% | -3.6% |
| 30D | -2.7% | -1.4% | -1.4% | -2.5% |
| 3M | +10.9% | -10.6% | +21.5% | +13.9% |
| 6M | +3.0% | -9.3% | +12.4% | +5.2% |
| YTD | -12.2% | +1.1% | -13.3% | -13.1% |
| 1Y | +3.3% | +3.4% | -0.1% | +1.3% |
| 3Y | -8.2% | +67.9% | -76.1% | -23.7% |
| All | -8.2% | +68.9% | -77.1% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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