+6.1%
DHR vs TEAM
-2.6%
+8.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | +1.2% | -2.4% | +3.6% | +1.3% |
| 30D | +3.7% | -26.7% | +30.4% | +5.3% |
| 3M | +14.5% | -9.6% | +24.1% | +14.8% |
| 6M | +40.9% | +86.0% | -45.1% | +36.4% |
| YTD | +2.4% | -7.5% | +9.9% | +8.0% |
| 1Y | +6.1% | -1.4% | +7.5% | +8.8% |
| All | +6.1% | -2.6% | +8.8% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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