+52.5%
V vs DHR
-7.4%
+59.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | -1.1% | -0.8% | -0.3% | -0.9% |
| 30D | +1.9% | +0.2% | +1.7% | +1.8% |
| 3M | +15.5% | +12.1% | +3.5% | +12.4% |
| 6M | +16.6% | +5.4% | +11.2% | +14.8% |
| YTD | +5.7% | -10.0% | +15.7% | +7.6% |
| 1Y | +8.6% | +4.1% | +4.5% | +6.7% |
| 3Y | +52.5% | -5.2% | +57.7% | +47.6% |
| All | +52.5% | -7.4% | +59.9% | +47.6% |
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