-29.8%
DHR vs SPXU
-85.5%
+55.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -1.6% |
| 7D | -5.0% | +6.4% | -11.3% | -3.2% |
| 30D | -3.3% | +5.9% | -9.3% | -1.5% |
| 3M | +9.4% | -11.7% | +21.1% | +5.6% |
| 6M | +3.2% | -28.7% | +31.8% | -6.0% |
| YTD | -12.0% | -26.4% | +14.3% | -18.7% |
| 1Y | +4.9% | -35.2% | +40.1% | -6.3% |
| 3Y | -7.4% | -79.8% | +72.4% | -37.8% |
| 5Y | -29.8% | -86.1% | +56.3% | -52.9% |
| All | -29.8% | -85.5% | +55.8% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling