+3.3%
DHR vs UUUU
+3.5%
-0.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.3% |
| 7D | -3.6% | -10.5% | +6.9% | -3.9% |
| 30D | -2.7% | -10.5% | +7.8% | -3.0% |
| 3M | +10.9% | -14.1% | +25.1% | +10.8% |
| 6M | +3.0% | -35.5% | +38.5% | +2.3% |
| YTD | -12.2% | -10.9% | -1.3% | -11.2% |
| 1Y | +3.3% | +3.4% | 0.0% | +12.9% |
| All | +3.3% | +3.5% | -0.2% | +12.9% |
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