-28.0%
DHR vs PSKY
-70.1%
+42.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.4% |
| 7D | -3.6% | -2.4% | -1.2% | -3.4% |
| 30D | -2.7% | +11.6% | -14.3% | -3.8% |
| 3M | +10.9% | +1.5% | +9.4% | +10.6% |
| 6M | +3.0% | +7.7% | -4.7% | +1.9% |
| YTD | -12.2% | -20.1% | +7.9% | -10.9% |
| 1Y | +3.3% | -38.3% | +41.6% | +7.2% |
| 3Y | -8.2% | -17.7% | +9.5% | -11.0% |
| All | -28.0% | -70.1% | +42.1% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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