+203.8%
DHR vs SPXS
-99.6%
+303.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.9% |
| 7D | -3.6% | +2.5% | -6.1% | -2.9% |
| 30D | -2.7% | +4.2% | -6.9% | -1.5% |
| 3M | +10.9% | -9.3% | +20.2% | +8.1% |
| 6M | +3.0% | -30.7% | +33.7% | -6.3% |
| YTD | -12.2% | -28.1% | +15.9% | -18.9% |
| 1Y | +3.3% | -35.1% | +38.4% | -6.9% |
| 3Y | -8.2% | -79.6% | +71.4% | -35.7% |
| 5Y | -29.9% | -86.3% | +56.4% | -50.1% |
| All | +203.8% | -99.6% | +303.3% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling