+10.7%
DHR vs TE
-16.5%
+27.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.6% | +2.0% |
| 7D | +0.4% | +3.8% | -3.4% | +0.5% |
| 30D | +6.2% | -26.2% | +32.4% | +5.5% |
| 3M | +20.8% | -49.7% | +70.6% | +19.0% |
| 6M | +35.5% | -46.5% | +82.0% | +33.9% |
| YTD | +3.2% | -59.1% | +62.4% | +2.2% |
| 1Y | +10.7% | -25.8% | +36.5% | +12.4% |
| All | +10.7% | -16.5% | +27.2% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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