+4.9%
DHR vs SE
-43.9%
+48.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | -5.0% | -4.8% | -0.2% | -4.7% |
| 30D | -3.3% | -18.1% | +14.8% | -2.1% |
| 3M | +9.4% | +30.6% | -21.2% | +6.9% |
| 6M | +3.2% | +20.8% | -17.6% | +1.1% |
| YTD | -12.0% | -15.6% | +3.6% | -11.8% |
| 1Y | +4.9% | -44.2% | +49.1% | +6.8% |
| All | +4.9% | -43.9% | +48.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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