+565.7%
AMZN vs DHR
+209.4%
+356.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | -0.7% | -3.6% | +3.0% | +1.0% |
| 30D | -3.9% | -2.7% | -1.2% | -2.8% |
| 3M | +6.3% | +10.9% | -4.6% | 0.0% |
| 6M | +20.8% | +3.0% | +17.7% | +17.1% |
| YTD | +11.2% | -12.2% | +23.5% | +16.3% |
| 1Y | +11.7% | +3.3% | +8.4% | +6.7% |
| 3Y | +79.4% | -8.2% | +87.6% | +75.4% |
| 5Y | +48.0% | -29.9% | +77.9% | +64.5% |
| All | +565.7% | +209.4% | +356.2% | +218.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling