+504.7%
DHR vs TEAM
+614.2%
-109.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | +1.2% | -2.4% | +3.6% | +1.6% |
| 30D | +3.7% | -26.7% | +30.4% | +8.3% |
| 3M | +14.5% | -9.6% | +24.1% | +15.3% |
| 6M | +40.9% | +86.0% | -45.1% | +24.2% |
| YTD | +2.4% | -7.5% | +9.9% | -0.2% |
| 1Y | +6.1% | -1.4% | +7.5% | +2.2% |
| 3Y | +21.0% | -14.3% | +35.3% | +14.6% |
| 5Y | -11.4% | -66.3% | +54.9% | -7.5% |
| 10Y | +241.8% | +445.6% | -203.8% | +136.0% |
| All | +504.7% | +614.2% | -109.5% | +310.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling