-8.2%
DHR vs TE
-26.8%
+18.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.2% |
| 7D | -3.6% | +0.2% | -3.8% | -3.6% |
| 30D | -2.7% | -5.9% | +3.2% | -2.7% |
| 3M | +10.9% | -45.6% | +56.5% | +11.8% |
| 6M | +3.0% | -43.4% | +46.4% | +3.2% |
| YTD | -12.2% | -31.0% | +18.8% | -12.9% |
| 1Y | +3.3% | +145.2% | -141.9% | -3.8% |
| 3Y | -8.2% | -24.1% | +15.8% | -10.1% |
| All | -8.2% | -26.8% | +18.6% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling