-8.0%
DHR vs SPXU
-79.4%
+71.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -1.6% |
| 7D | -5.0% | +6.4% | -11.3% | -3.4% |
| 30D | -3.3% | +5.9% | -9.3% | -1.8% |
| 3M | +9.4% | -11.7% | +21.1% | +6.0% |
| 6M | +3.2% | -28.7% | +31.8% | -5.3% |
| YTD | -12.0% | -26.4% | +14.3% | -18.1% |
| 1Y | +4.9% | -35.2% | +40.1% | -5.5% |
| All | -8.0% | -79.4% | +71.4% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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