+76.4%
AMZN vs DHR
-4.8%
+81.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.0% | -2.4% | +1.4% | -0.4% |
| 30D | -9.2% | -2.2% | -7.1% | -8.8% |
| 3M | +3.4% | +9.0% | -5.6% | +0.6% |
| 6M | +18.2% | +3.5% | +14.7% | +16.5% |
| YTD | +9.3% | -10.1% | +19.5% | +12.2% |
| 1Y | +5.9% | +6.2% | -0.2% | +2.7% |
| All | +76.4% | -4.8% | +81.2% | +82.2% |
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