+5.1%
DHR vs PH
+30.5%
-25.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.9% | -3.1% | -0.8% | -3.0% |
| 30D | +4.0% | -3.2% | +7.3% | +4.6% |
| 3M | +11.5% | +10.6% | +0.9% | +6.9% |
| 6M | +1.9% | -2.1% | +4.0% | +1.6% |
| YTD | -8.9% | +10.2% | -19.1% | -13.0% |
| 1Y | +5.1% | +28.2% | -23.1% | -4.1% |
| All | +5.1% | +30.5% | -25.4% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling