-8.0%
DHR vs PEG
+32.0%
-40.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -5.0% | -0.9% | -4.1% | -4.8% |
| 30D | -3.3% | -2.8% | -0.6% | -2.8% |
| 3M | +9.4% | -6.9% | +16.4% | +11.3% |
| 6M | +3.2% | -11.4% | +14.6% | +6.0% |
| YTD | -12.0% | -7.4% | -4.6% | -10.8% |
| 1Y | +4.9% | -8.3% | +13.2% | +6.4% |
| All | -8.0% | +32.0% | -40.0% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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