+17.8%
AVGO vs DHR
+5.2%
+12.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | 0.0% |
| 7D | -3.0% | -3.9% | +0.9% | -3.4% |
| 30D | -14.4% | +4.0% | -18.4% | -13.9% |
| 3M | -14.4% | +11.5% | -25.9% | -13.3% |
| 6M | +13.1% | +1.9% | +11.3% | +15.9% |
| YTD | +3.8% | -8.9% | +12.7% | +7.2% |
| 1Y | +17.8% | +5.1% | +12.7% | +22.0% |
| All | +17.8% | +5.2% | +12.6% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling