+9.9%
DHR vs PTC
+10.6%
-0.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | +6.4% | +0.9% | +5.5% | +6.2% |
| 3M | +13.6% | +30.4% | -16.7% | +8.3% |
| 6M | +41.9% | +34.4% | +7.4% | +32.9% |
| YTD | +3.4% | +12.6% | -9.2% | +2.1% |
| 1Y | +9.9% | +10.2% | -0.3% | +9.0% |
| All | +9.9% | +10.6% | -0.8% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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