+121,410.5%
AAPL vs DHR
+56,062.1%
+65,348.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | +1.0% | +0.2% | +0.8% | +0.7% |
| 3M | +5.0% | +12.1% | -7.1% | -0.8% |
| 6M | +23.0% | +5.4% | +17.6% | +18.5% |
| YTD | +16.6% | -10.0% | +26.6% | +19.4% |
| 1Y | +33.4% | +4.1% | +29.3% | +27.9% |
| 3Y | +79.9% | -5.2% | +85.1% | +75.1% |
| 5Y | +109.0% | -28.2% | +137.2% | +124.7% |
| 10Y | +1,210.4% | +208.4% | +1,002.0% | +699.0% |
| All | +121,410.5% | +56,062.1% | +65,348.4% | +13,931.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling