-27.9%
DHR vs TECH
-42.1%
+14.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -2.2% | +0.3% | -2.5% | -2.3% |
| 3M | +9.0% | +32.9% | -24.0% | -5.2% |
| 6M | +3.5% | +32.1% | -28.6% | -11.4% |
| YTD | -10.1% | +23.4% | -33.5% | -20.9% |
| 1Y | +6.2% | +34.1% | -27.9% | -10.8% |
| 3Y | -5.4% | +2.2% | -7.5% | -13.6% |
| 5Y | -27.9% | -41.8% | +13.9% | -16.0% |
| All | -27.9% | -42.1% | +14.2% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling