+5.1%
DHR vs UAL
+5.0%
+0.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -1.9% |
| 7D | -3.9% | +0.7% | -4.6% | -4.0% |
| 30D | +4.0% | -16.1% | +20.1% | +6.2% |
| 3M | +11.5% | +6.1% | +5.4% | +10.3% |
| 6M | +1.9% | +10.8% | -9.0% | -0.9% |
| YTD | -8.9% | -0.4% | -8.5% | -11.3% |
| 1Y | +5.1% | +5.0% | +0.1% | +0.5% |
| All | +5.1% | +5.0% | +0.1% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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