-8.2%
DHR vs VALE
+45.4%
-53.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -0.3% | -3.4% | -3.6% |
| 30D | -2.7% | +8.6% | -11.4% | -4.4% |
| 3M | +10.9% | +2.0% | +9.0% | +10.2% |
| 6M | +3.0% | +2.1% | +0.9% | +1.9% |
| YTD | -12.2% | +20.2% | -32.4% | -17.1% |
| 1Y | +3.3% | +55.2% | -51.9% | -8.9% |
| 3Y | -8.2% | +45.9% | -54.1% | -18.9% |
| All | -8.2% | +45.4% | -53.6% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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