+122,851.5%
AAPL vs DHR
+56,727.0%
+66,124.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.9% |
| 7D | +0.1% | -3.9% | +4.0% | +1.6% |
| 30D | +3.0% | +4.0% | -1.0% | +1.2% |
| 3M | +2.9% | +11.5% | -8.6% | -2.5% |
| 6M | +22.1% | +1.9% | +20.2% | +19.3% |
| YTD | +18.0% | -8.9% | +26.9% | +20.3% |
| 1Y | +33.9% | +5.1% | +28.8% | +27.9% |
| 3Y | +71.2% | -10.3% | +81.5% | +70.4% |
| 5Y | +112.6% | -27.8% | +140.4% | +128.0% |
| 10Y | +1,198.8% | +203.6% | +995.1% | +696.1% |
| All | +122,851.5% | +56,727.0% | +66,124.5% | +14,032.1% |
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