-9.2%
DIS vs DHR
+4.1%
-13.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | -0.1% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | +0.1% | +0.2% | -0.1% | 0.0% |
| 3M | +7.1% | +12.1% | -5.0% | +5.1% |
| 6M | +4.3% | +5.4% | -1.2% | +3.3% |
| YTD | -6.9% | -10.0% | +3.0% | -5.1% |
| All | -9.2% | +4.1% | -13.3% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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