+50.9%
DHR vs TE
-48.3%
+99.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.0% | -11.2% | -1.5% |
| 7D | -0.8% | +18.2% | -19.0% | -1.5% |
| 30D | +0.2% | -13.5% | +13.7% | +0.6% |
| 3M | +12.1% | -44.6% | +56.6% | +13.8% |
| 6M | +5.4% | -24.7% | +30.1% | +4.5% |
| YTD | -10.0% | -24.3% | +14.3% | -11.4% |
| 1Y | +4.1% | +155.6% | -151.5% | -6.5% |
| 3Y | -5.2% | -18.3% | +13.1% | -11.6% |
| 5Y | -28.2% | -41.3% | +13.1% | -32.8% |
| All | +50.9% | -48.3% | +99.2% | +32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling