+22,546.5%
DHR vs SPG
+5,256.9%
+17,289.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.3% |
| 7D | -3.9% | -2.4% | -1.5% | -3.3% |
| 30D | +4.0% | -6.8% | +10.8% | +5.9% |
| 3M | +11.5% | +2.7% | +8.8% | +10.7% |
| 6M | +1.9% | +5.5% | -3.6% | +0.4% |
| YTD | -8.9% | +15.7% | -24.6% | -12.4% |
| 1Y | +5.1% | +20.9% | -15.8% | -0.1% |
| 3Y | -10.3% | +112.4% | -122.7% | -26.3% |
| 5Y | -27.8% | +101.4% | -129.1% | -40.6% |
| 10Y | +203.6% | +60.6% | +143.0% | +140.4% |
| All | +22,546.5% | +5,256.9% | +17,289.6% | +5,837.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling