+106.5%
T vs DHR
-4.7%
+111.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.3% |
| 7D | -1.5% | -0.8% | -0.7% | -1.5% |
| 30D | +7.6% | +0.2% | +7.4% | +7.6% |
| 3M | +15.3% | +12.1% | +3.2% | +14.7% |
| 6M | -8.5% | +5.4% | -13.9% | -8.7% |
| YTD | +6.8% | -10.0% | +16.7% | +7.6% |
| 1Y | -7.2% | +4.1% | -11.3% | -7.9% |
| All | +106.5% | -4.7% | +111.2% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling