+6.6%
DHR vs SE
-48.7%
+55.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.1% | -1.4% |
| 7D | +2.6% | -1.5% | +4.0% | +2.7% |
| 30D | +4.2% | -22.3% | +26.5% | +6.5% |
| 3M | +13.0% | -41.8% | +54.8% | +17.9% |
| 6M | +40.2% | -22.4% | +62.6% | +42.5% |
| YTD | +2.0% | -41.6% | +43.6% | +6.2% |
| 1Y | +6.6% | -48.0% | +54.6% | +11.1% |
| All | +6.6% | -48.7% | +55.3% | +11.1% |
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