-8.2%
DHR vs SPMO
+155.8%
-164.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -3.6% | -0.9% | -2.7% | -3.4% |
| 30D | -2.7% | -1.9% | -0.8% | -2.2% |
| 3M | +10.9% | -1.4% | +12.3% | +10.3% |
| 6M | +3.0% | +25.5% | -22.5% | -9.3% |
| YTD | -12.2% | +24.8% | -37.0% | -22.6% |
| 1Y | +3.3% | +24.5% | -21.2% | -9.0% |
| 3Y | -8.2% | +157.1% | -165.3% | -43.4% |
| All | -8.2% | +155.8% | -164.0% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 3y: compounded portfolio wealth divided by compounded SPMO 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…
3y analysis · Full analysis span regression · 6 months rolling