+31,416.6%
AVGO vs DHR
+1,587.0%
+29,829.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.9% |
| 7D | -3.0% | -3.9% | +0.9% | -1.4% |
| 30D | -14.4% | +4.0% | -18.4% | -16.1% |
| 3M | -14.4% | +11.5% | -25.9% | -19.5% |
| 6M | +13.1% | +1.9% | +11.3% | +9.6% |
| YTD | +3.8% | -8.9% | +12.7% | +5.5% |
| 1Y | +17.8% | +5.1% | +12.7% | +11.3% |
| 3Y | +325.3% | -10.3% | +335.5% | +320.2% |
| 5Y | +689.9% | -27.8% | +717.7% | +748.4% |
| 10Y | +2,597.0% | +203.6% | +2,393.4% | +1,493.9% |
| All | +31,416.6% | +1,587.0% | +29,829.6% | +6,008.3% |
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