+32.5%
DHR vs U
-33.8%
+66.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.2% |
| 7D | +0.2% | +16.9% | -16.8% | -1.8% |
| 30D | +6.4% | +6.4% | 0.0% | +5.3% |
| 3M | +13.6% | +13.2% | +0.5% | +11.5% |
| 6M | +41.9% | +84.8% | -42.9% | +31.0% |
| YTD | +3.4% | +12.4% | -9.0% | -0.5% |
| 1Y | +9.9% | +19.8% | -9.9% | +4.7% |
| 3Y | +21.6% | +83.8% | -62.3% | +4.0% |
| 5Y | -10.6% | -72.7% | +62.1% | -14.0% |
| All | +32.5% | -33.8% | +66.3% | +13.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling