+22.4%
DHR vs THC
+428.0%
-405.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +1.8% |
| 7D | +3.1% | +7.5% | -4.3% | +2.0% |
| 30D | +7.0% | +9.6% | -2.6% | +5.5% |
| 3M | +15.0% | +10.3% | +4.8% | +13.2% |
| 6M | +37.9% | +51.8% | -13.9% | +28.8% |
| YTD | +3.3% | +45.4% | -42.1% | -3.3% |
| 1Y | +12.8% | +40.8% | -28.0% | +6.1% |
| 3Y | +22.4% | +448.8% | -426.4% | -14.0% |
| All | +22.4% | +428.0% | -405.6% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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