+6.6%
DHR vs STLD
+55.9%
-49.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.3% |
| 7D | +2.6% | +6.9% | -4.3% | +1.8% |
| 30D | +4.2% | -1.5% | +5.6% | +4.3% |
| 3M | +13.0% | -9.7% | +22.7% | +14.2% |
| 6M | +40.2% | +2.3% | +37.8% | +38.5% |
| YTD | +2.0% | +41.0% | -39.0% | -7.1% |
| 1Y | +6.6% | +51.8% | -45.2% | -5.8% |
| All | +6.6% | +55.9% | -49.3% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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