-8.2%
DHR vs SCCO
+177.0%
-185.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.6% | -2.7% | -1.0% | -3.3% |
| 30D | -2.7% | -0.7% | -2.0% | -2.7% |
| 3M | +10.9% | +8.1% | +2.8% | +9.3% |
| 6M | +3.0% | +4.1% | -1.1% | +1.5% |
| YTD | -12.2% | +41.1% | -53.3% | -19.2% |
| 1Y | +3.3% | +95.6% | -92.2% | -12.0% |
| 3Y | -8.2% | +179.3% | -187.5% | -30.9% |
| All | -8.2% | +177.0% | -185.3% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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