+25,588.8%
DHR vs SUI
+4,109.4%
+21,479.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | -0.9% | +6.2% | -7.1% | -2.9% |
| 30D | +5.4% | +8.6% | -3.2% | +2.2% |
| 3M | +15.3% | +1.0% | +14.3% | +14.5% |
| 6M | +32.1% | -2.6% | +34.7% | +32.7% |
| YTD | +1.2% | -0.1% | +1.3% | +0.6% |
| 1Y | +10.1% | +0.5% | +9.6% | +9.2% |
| 3Y | +19.9% | +15.3% | +4.6% | +12.1% |
| 5Y | -8.8% | -26.1% | +17.4% | -2.0% |
| 10Y | +255.3% | +117.8% | +137.5% | +161.5% |
| All | +25,588.8% | +4,109.4% | +21,479.3% | +8,898.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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