+20.6%
DHR vs TECH
+29.5%
-9.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | +2.6% | +0.2% | +2.3% | +2.5% |
| 30D | +4.2% | +0.5% | +3.7% | +4.0% |
| 3M | +13.0% | +1.0% | +12.1% | +12.6% |
| 6M | +40.2% | +54.1% | -13.9% | +16.9% |
| YTD | +2.0% | +24.4% | -22.4% | -8.9% |
| 1Y | +6.6% | +19.3% | -12.7% | -3.1% |
| All | +20.6% | +29.5% | -9.0% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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