-6.5%
DHR vs PWR
+201.3%
-207.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -3.9% | +3.6% | -7.5% | -4.2% |
| 30D | +4.0% | -8.6% | +12.6% | +4.9% |
| 3M | +11.5% | -13.2% | +24.7% | +12.9% |
| 6M | +1.9% | +9.9% | -8.0% | -1.1% |
| YTD | -8.9% | +48.0% | -56.9% | -16.1% |
| 1Y | +5.1% | +66.2% | -61.1% | -5.4% |
| All | -6.5% | +201.3% | -207.9% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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