+4.9%
DHR vs SIMO
+220.5%
-215.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -2.2% |
| 7D | -5.0% | +12.5% | -17.5% | -4.6% |
| 30D | -3.3% | +18.4% | -21.7% | -2.8% |
| 3M | +9.4% | +5.6% | +3.8% | +9.3% |
| 6M | +3.2% | +116.9% | -113.8% | -2.0% |
| YTD | -12.0% | +188.4% | -200.4% | -17.9% |
| 1Y | +4.9% | +221.3% | -216.4% | -4.1% |
| All | +4.9% | +220.5% | -215.6% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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