+10.7%
DHR vs U
+17.5%
-6.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.8% | +1.8% |
| 7D | +0.4% | +7.5% | -7.1% | 0.0% |
| 30D | +6.2% | -7.0% | +13.3% | +6.5% |
| 3M | +20.8% | +20.6% | +0.3% | +19.4% |
| 6M | +35.5% | +53.2% | -17.7% | +32.0% |
| YTD | +3.2% | -3.9% | +7.1% | +1.4% |
| 1Y | +10.7% | +18.4% | -7.7% | +10.2% |
| All | +10.7% | +17.5% | -6.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling