+45.0%
AAPL vs DHR
+3.6%
+41.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +3.8% | -3.6% | +7.5% | +3.9% |
| 30D | +9.9% | -2.7% | +12.7% | +9.9% |
| 3M | +12.5% | +10.9% | +1.6% | +12.3% |
| 6M | +27.6% | +3.0% | +24.6% | +27.9% |
| YTD | +22.6% | -12.2% | +34.8% | +23.6% |
| 1Y | +45.0% | +3.3% | +41.7% | +48.7% |
| All | +45.0% | +3.6% | +41.4% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling