+1,332.0%
DHR vs UUUU
-92.0%
+1,424.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -2.4% | +1.8% | -4.2% | -2.5% |
| 30D | -2.2% | +1.8% | -4.0% | -2.3% |
| 3M | +9.0% | +1.3% | +7.7% | +8.6% |
| 6M | +3.5% | -26.8% | +30.3% | +4.2% |
| YTD | -10.1% | +0.1% | -10.2% | -11.4% |
| 1Y | +6.2% | +11.2% | -5.0% | +3.3% |
| 3Y | -5.4% | +97.7% | -103.1% | -12.3% |
| 5Y | -27.9% | +127.3% | -155.2% | -34.8% |
| 10Y | +215.7% | +532.6% | -316.9% | +157.8% |
| All | +1,332.0% | -92.0% | +1,424.0% | +1,060.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling