+3.3%
DHR vs SU
+67.3%
-64.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -3.6% | +2.2% | -5.8% | -3.2% |
| 30D | -2.7% | +8.4% | -11.2% | -1.2% |
| 3M | +10.9% | +12.1% | -1.2% | +13.6% |
| 6M | +3.0% | +19.7% | -16.6% | +5.9% |
| YTD | -12.2% | +58.4% | -70.6% | -8.4% |
| 1Y | +3.3% | +67.2% | -63.9% | +8.9% |
| All | +3.3% | +67.3% | -64.0% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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