+5.1%
DHR vs UL
-8.6%
+13.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.9% | -1.3% | -2.6% | -3.7% |
| 30D | +4.0% | +0.5% | +3.5% | +3.9% |
| 3M | +11.5% | +17.6% | -6.1% | +9.0% |
| 6M | +1.9% | -5.4% | +7.2% | +2.5% |
| YTD | -8.9% | +0.7% | -9.6% | -8.7% |
| 1Y | +5.1% | -9.3% | +14.4% | +16.6% |
| All | +5.1% | -8.6% | +13.7% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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