+72.4%
UBER vs DHR
+78.3%
-5.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -5.4% | -3.6% | -1.8% | -3.6% |
| 30D | -4.9% | -2.7% | -2.2% | -3.6% |
| 3M | +3.0% | +10.9% | -7.9% | -3.0% |
| 6M | -4.4% | +3.0% | -7.4% | -6.9% |
| YTD | -12.3% | -12.2% | -0.1% | -7.5% |
| 1Y | -24.3% | +3.3% | -27.6% | -27.9% |
| 3Y | +46.4% | -8.2% | +54.7% | +43.7% |
| 5Y | +79.7% | -29.9% | +109.6% | +102.6% |
| All | +72.4% | +78.3% | -5.9% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling