-27.9%
DHR vs TEAM
-53.2%
+25.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -2.4% | -4.7% | +2.3% | -1.8% |
| 30D | -2.2% | +17.0% | -19.2% | -4.5% |
| 3M | +9.0% | +85.9% | -76.9% | -1.7% |
| 6M | +3.5% | +116.7% | -113.2% | -10.2% |
| YTD | -10.1% | +9.6% | -19.8% | -13.0% |
| 1Y | +6.2% | -2.5% | +8.7% | +4.6% |
| 3Y | -5.4% | -14.0% | +8.6% | -8.6% |
| 5Y | -27.9% | -53.1% | +25.2% | -28.1% |
| All | -27.9% | -53.2% | +25.4% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling