-6.0%
DHR vs O
+28.0%
-34.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.4% |
| 7D | -2.4% | -2.3% | -0.2% | -1.5% |
| 30D | -2.2% | -2.4% | +0.3% | -1.2% |
| 3M | +9.0% | -0.6% | +9.5% | +9.2% |
| 6M | +3.5% | -5.0% | +8.5% | +5.3% |
| YTD | -10.1% | +10.4% | -20.5% | -14.4% |
| 1Y | +6.2% | +6.6% | -0.4% | +2.6% |
| All | -6.0% | +28.0% | -34.1% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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