-54.9%
ADBE vs DHR
-4.8%
-50.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -8.9% | -2.4% | -6.5% | -8.3% |
| 30D | -6.6% | -2.2% | -4.5% | -6.1% |
| 3M | +7.1% | +9.0% | -1.8% | +4.6% |
| 6M | -9.8% | +3.5% | -13.2% | -10.9% |
| YTD | -27.2% | -10.1% | -17.0% | -25.4% |
| 1Y | -28.0% | +6.2% | -34.2% | -29.7% |
| All | -54.9% | -4.8% | -50.0% | -56.3% |
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 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