+2,011.7%
DHR vs UAL
+269.7%
+1,742.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.8% | -4.7% | +1.3% |
| 7D | +3.1% | +10.2% | -7.1% | +1.9% |
| 30D | +7.0% | +12.0% | -5.1% | +5.4% |
| 3M | +15.0% | -7.1% | +22.1% | +15.7% |
| 6M | +37.9% | +20.9% | +17.0% | +33.9% |
| YTD | +3.3% | +7.7% | -4.3% | +1.3% |
| 1Y | +12.8% | +23.6% | -10.7% | +8.6% |
| 3Y | +22.4% | +222.6% | -200.2% | +2.4% |
| 5Y | -9.1% | +127.9% | -137.0% | -22.4% |
| 10Y | +247.9% | +100.2% | +147.7% | +176.9% |
| All | +2,011.7% | +269.7% | +1,742.0% | +1,112.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling