+75.9%
UBER vs DHR
+82.8%
-6.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -2.9% |
| 7D | -2.8% | -0.8% | -2.0% | -2.4% |
| 30D | -2.5% | +0.2% | -2.7% | -2.6% |
| 3M | +4.4% | +12.1% | -7.7% | -2.3% |
| 6M | -2.7% | +5.4% | -8.1% | -6.3% |
| YTD | -10.5% | -10.0% | -0.5% | -6.8% |
| 1Y | -22.5% | +4.1% | -26.6% | -26.4% |
| 3Y | +54.8% | -5.2% | +60.0% | +49.4% |
| 5Y | +82.5% | -28.2% | +110.7% | +103.4% |
| All | +75.9% | +82.8% | -6.9% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling