-6.0%
DHR vs SPOT
+235.3%
-241.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | -2.4% | -6.5% | +4.1% | -1.6% |
| 30D | -2.2% | +2.2% | -4.3% | -2.4% |
| 3M | +9.0% | +5.4% | +3.6% | +8.1% |
| 6M | +3.5% | -4.0% | +7.5% | +3.4% |
| YTD | -10.1% | -9.9% | -0.2% | -9.7% |
| 1Y | +6.2% | -27.3% | +33.5% | +9.5% |
| All | -6.0% | +235.3% | -241.3% | -17.3% |
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