+40,736.4%
ADI vs DHR
+63,779.9%
-23,043.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.1% | -2.9% |
| 7D | +9.5% | +1.2% | +8.3% | +8.9% |
| 30D | -1.4% | +3.7% | -5.1% | -2.9% |
| 3M | +4.7% | +14.5% | -9.8% | -2.1% |
| 6M | -7.4% | +40.9% | -48.3% | -23.1% |
| YTD | +48.1% | +2.4% | +45.7% | +42.7% |
| 1Y | +69.6% | +6.1% | +63.5% | +60.6% |
| 3Y | +144.4% | +21.0% | +123.4% | +112.7% |
| 5Y | +134.1% | -11.4% | +145.5% | +133.6% |
| 10Y | +632.8% | +241.8% | +390.9% | +282.4% |
| All | +40,736.4% | +63,779.9% | -23,043.5% | +2,944.1% |
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