+6.1%
DHR vs STLA
-64.5%
+70.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.4% |
| 7D | +1.2% | -13.8% | +15.0% | +2.3% |
| 30D | +3.7% | -10.5% | +14.2% | +4.5% |
| 3M | +14.5% | -28.9% | +43.4% | +17.5% |
| 6M | +40.9% | -49.7% | +90.7% | +49.2% |
| YTD | +2.4% | -64.9% | +67.3% | +11.2% |
| 1Y | +6.1% | -64.0% | +70.2% | +14.5% |
| All | +6.1% | -64.5% | +70.6% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling