-27.9%
DHR vs SPOT
+111.4%
-139.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | -2.4% | -6.5% | +4.1% | -1.4% |
| 30D | -2.2% | +2.2% | -4.3% | -2.6% |
| 3M | +9.0% | +5.4% | +3.6% | +7.8% |
| 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% | +10.4% |
| 3Y | -5.4% | +236.4% | -241.8% | -27.8% |
| 5Y | -27.9% | +112.6% | -140.5% | -48.9% |
| All | -27.9% | +111.4% | -139.3% | -48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling