+10.7%
DHR vs UUUU
-55.1%
+65.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.1% |
| 7D | +0.4% | -14.4% | +14.8% | +0.2% |
| 30D | +6.2% | -33.6% | +39.8% | +5.7% |
| 3M | +20.8% | -44.2% | +65.0% | +20.1% |
| 6M | +35.5% | -66.8% | +102.3% | +34.6% |
| YTD | +3.2% | -50.6% | +53.9% | +0.6% |
| 1Y | +10.7% | -57.8% | +68.5% | +8.3% |
| All | +10.7% | -55.1% | +65.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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