+1,557.0%
DHR vs SPXU
-100.0%
+1,657.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -0.7% |
| 7D | -0.8% | -1.5% | +0.6% | -1.2% |
| 30D | +0.2% | +3.7% | -3.5% | +1.5% |
| 3M | +12.1% | -9.6% | +21.6% | +9.0% |
| 6M | +5.4% | -32.4% | +37.8% | -5.4% |
| YTD | -10.0% | -28.7% | +18.7% | -17.5% |
| 1Y | +4.1% | -38.2% | +42.3% | -8.3% |
| 3Y | -5.2% | -80.4% | +75.3% | -35.9% |
| 5Y | -28.2% | -86.0% | +57.8% | -49.7% |
| 10Y | +208.4% | -99.5% | +307.9% | +1.3% |
| All | +1,557.0% | -100.0% | +1,657.0% | +103.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling