-62.2%
ADBE vs DHR
-29.9%
-32.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.4% |
| 7D | -12.9% | -5.0% | -7.9% | -10.8% |
| 30D | -5.6% | -3.3% | -2.3% | -4.2% |
| 3M | +6.6% | +9.4% | -2.8% | +1.8% |
| 6M | -9.6% | +3.2% | -12.7% | -11.6% |
| YTD | -28.9% | -12.0% | -16.9% | -25.3% |
| 1Y | -28.9% | +4.9% | -33.8% | -32.0% |
| 3Y | -55.6% | -7.4% | -48.2% | -57.0% |
| 5Y | -62.2% | -29.8% | -32.5% | -56.3% |
| All | -62.2% | -29.9% | -32.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling