-10.2%
DHR vs SOUN
-28.2%
+18.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.6% | -7.1% | +3.5% | -3.4% |
| 30D | -2.7% | -15.4% | +12.7% | -2.3% |
| 3M | +10.9% | -10.6% | +21.5% | +11.1% |
| 6M | +3.0% | -19.6% | +22.7% | +3.3% |
| YTD | -12.2% | -37.2% | +25.0% | -11.5% |
| 1Y | +3.3% | -57.1% | +60.4% | +4.9% |
| 3Y | -8.2% | +178.2% | -186.4% | -12.0% |
| All | -10.2% | -28.2% | +18.0% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 5y: compounded portfolio wealth divided by compounded SOUN 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…
5y analysis · Full analysis span regression · 6 months rolling