+4.9%
DHR vs SPG
+19.7%
-14.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -5.0% | -2.2% | -2.8% | -4.2% |
| 30D | -3.3% | -5.8% | +2.4% | -1.2% |
| 3M | +9.4% | -2.8% | +12.2% | +10.8% |
| 6M | +3.2% | +8.9% | -5.7% | +0.8% |
| YTD | -12.0% | +14.3% | -26.3% | -14.9% |
| 1Y | +4.9% | +19.5% | -14.6% | +0.2% |
| All | +4.9% | +19.7% | -14.8% | +0.2% |
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