+3.3%
DHR vs TDG
-11.6%
+14.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | -3.6% | -1.9% | -1.8% | -2.9% |
| 30D | -2.7% | -7.7% | +5.0% | +0.1% |
| 3M | +10.9% | -9.3% | +20.3% | +14.6% |
| 6M | +3.0% | -9.4% | +12.4% | +5.8% |
| YTD | -12.2% | -14.3% | +2.0% | -8.5% |
| 1Y | +3.3% | -11.8% | +15.1% | +6.2% |
| All | +3.3% | -11.6% | +14.9% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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