+4.9%
DHR vs SBAC
-2.7%
+7.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.7% | -1.8% |
| 7D | -5.0% | -5.3% | +0.3% | -4.5% |
| 30D | -3.3% | +0.4% | -3.7% | -3.4% |
| 3M | +9.4% | -11.9% | +21.3% | +10.8% |
| 6M | +3.2% | -4.5% | +7.6% | +3.8% |
| YTD | -12.0% | -4.3% | -7.7% | -11.6% |
| 1Y | +4.9% | -3.9% | +8.8% | +6.0% |
| All | +4.9% | -2.7% | +7.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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