+28.2%
BABA vs DHR
+541.0%
-512.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.7% |
| 7D | -4.8% | -3.9% | -0.9% | -3.7% |
| 30D | -11.9% | +4.0% | -15.9% | -13.0% |
| 3M | -9.3% | +11.5% | -20.8% | -12.8% |
| 6M | -14.2% | +1.9% | -16.1% | -15.6% |
| YTD | -22.0% | -8.9% | -13.1% | -20.6% |
| 1Y | -12.7% | +5.1% | -17.8% | -15.5% |
| 3Y | +26.7% | -10.3% | +36.9% | +26.7% |
| 5Y | -29.3% | -27.8% | -1.5% | -25.9% |
| 10Y | +21.2% | +203.6% | -182.4% | -7.0% |
| All | +28.2% | +541.0% | -512.9% | -25.9% |
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