+20.6%
DHR vs SPOT
+252.1%
-231.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.1% |
| 7D | +2.6% | -2.6% | +5.2% | +2.9% |
| 30D | +4.2% | +13.5% | -9.3% | +2.5% |
| 3M | +13.0% | +22.2% | -9.2% | +10.0% |
| 6M | +40.2% | +38.3% | +1.9% | +33.9% |
| YTD | +2.0% | +3.1% | -1.0% | +0.7% |
| 1Y | +6.6% | -7.6% | +14.2% | +6.8% |
| All | +20.6% | +252.1% | -231.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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