+12.7%
DHR vs U
-43.9%
+56.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.0% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | -3.3% | -4.1% | +0.8% | -2.9% |
| 3M | +9.4% | +57.8% | -48.4% | +3.4% |
| 6M | +3.2% | +103.5% | -100.4% | -5.7% |
| YTD | -12.0% | -4.8% | -7.3% | -13.4% |
| 1Y | +4.9% | -2.4% | +7.3% | +2.1% |
| 3Y | -7.4% | +11.7% | -19.0% | -15.7% |
| 5Y | -29.8% | -68.9% | +39.1% | -33.0% |
| All | +12.7% | -43.9% | +56.6% | -1.5% |
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