+19.9%
DHR vs USB
+89.5%
-69.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | +5.4% | +5.8% | -0.5% | +3.0% |
| 3M | +15.3% | -6.0% | +21.3% | +17.9% |
| 6M | +32.1% | +7.8% | +24.4% | +26.9% |
| YTD | +1.2% | +14.6% | -13.4% | -5.9% |
| 1Y | +10.1% | +31.8% | -21.7% | -3.7% |
| 3Y | +19.9% | +91.5% | -71.7% | -10.5% |
| All | +19.9% | +89.5% | -69.6% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 3y: compounded portfolio wealth divided by compounded USB 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…
3y analysis · Full analysis span regression · 6 months rolling