+10.7%
DHR vs SPG
+34.3%
-23.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | +1.1% |
| 7D | +0.4% | +8.2% | -7.8% | -2.3% |
| 30D | +6.2% | +13.5% | -7.3% | +1.5% |
| 3M | +20.8% | +2.2% | +18.6% | +20.3% |
| 6M | +35.5% | +15.9% | +19.6% | +29.1% |
| YTD | +3.2% | +27.6% | -24.3% | -4.2% |
| 1Y | +10.7% | +30.9% | -20.3% | +0.9% |
| All | +10.7% | +34.3% | -23.6% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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