+37,168.6%
ADI vs DHR
+56,062.1%
-18,893.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.8% |
| 7D | +2.4% | -0.8% | +3.3% | +2.8% |
| 30D | -6.6% | +0.2% | -6.8% | -6.9% |
| 3M | -9.8% | +12.1% | -21.9% | -16.0% |
| 6M | +15.7% | +5.4% | +10.3% | +10.1% |
| YTD | +35.1% | -10.0% | +45.1% | +38.6% |
| 1Y | +47.7% | +4.1% | +43.6% | +40.1% |
| 3Y | +114.5% | -5.2% | +119.6% | +109.7% |
| 5Y | +141.2% | -28.2% | +169.5% | +165.7% |
| 10Y | +611.3% | +208.4% | +402.9% | +290.4% |
| All | +37,168.6% | +56,062.1% | -18,893.4% | +2,857.1% |
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