+30,513.3%
AVGO vs DHR
+1,796.4%
+28,716.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.1% | -4.9% |
| 7D | +18.2% | +1.2% | +17.0% | +17.6% |
| 30D | +0.2% | +3.7% | -3.5% | -1.2% |
| 3M | -16.8% | +14.5% | -31.3% | -21.7% |
| 6M | -16.5% | +40.9% | -57.4% | -29.5% |
| YTD | +0.8% | +2.4% | -1.6% | -2.5% |
| 1Y | +2.8% | +6.1% | -3.3% | -2.2% |
| 3Y | +278.5% | +21.0% | +257.5% | +227.8% |
| 5Y | +573.1% | -11.4% | +584.5% | +562.1% |
| 10Y | +2,598.7% | +241.8% | +2,356.8% | +1,416.7% |
| All | +30,513.3% | +1,796.4% | +28,716.9% | +5,543.4% |
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