-5.2%
DHR vs SE
+194.4%
-199.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | +0.2% | -0.1% | +0.3% | +0.1% |
| 3M | +12.1% | +34.1% | -22.1% | +8.8% |
| 6M | +5.4% | +23.2% | -17.8% | +2.9% |
| YTD | -10.0% | -11.2% | +1.2% | -9.8% |
| 1Y | +4.1% | -40.5% | +44.6% | +7.9% |
| 3Y | -5.2% | +196.3% | -201.5% | -13.0% |
| All | -5.2% | +194.4% | -199.6% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling