+23,027.4%
DHR vs SUI
+4,037.5%
+18,989.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.9% | -2.8% | -1.1% | -3.0% |
| 30D | +4.0% | -1.2% | +5.2% | +4.4% |
| 3M | +11.5% | -1.7% | +13.2% | +12.0% |
| 6M | +1.9% | -10.5% | +12.3% | +5.5% |
| YTD | -8.9% | -1.8% | -7.1% | -8.7% |
| 1Y | +5.1% | -4.1% | +9.2% | +6.1% |
| 3Y | -10.3% | +11.3% | -21.5% | -14.9% |
| 5Y | -27.8% | -32.1% | +4.3% | -20.1% |
| 10Y | +203.6% | +110.4% | +93.2% | +126.4% |
| All | +23,027.4% | +4,037.5% | +18,989.9% | +8,073.0% |
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