+1,821.9%
BA vs DHR
+56,727.0%
-54,905.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | +1.2% | -3.9% | +5.1% | +2.7% |
| 30D | -11.6% | +4.0% | -15.6% | -13.1% |
| 3M | -2.4% | +11.5% | -13.9% | -7.1% |
| 6M | -6.6% | +1.9% | -8.5% | -8.3% |
| YTD | -2.2% | -8.9% | +6.7% | 0.0% |
| 1Y | -8.0% | +5.1% | -13.1% | -11.6% |
| 3Y | -5.0% | -10.3% | +5.3% | -4.6% |
| 5Y | -2.7% | -27.8% | +25.1% | +4.0% |
| 10Y | +75.9% | +203.6% | -127.7% | +7.5% |
| All | +1,821.9% | +56,727.0% | -54,905.1% | +106.7% |
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