+19.3%
BABA vs DHR
+627.1%
-607.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -4.3% |
| 7D | +3.8% | +3.1% | +0.7% | +2.8% |
| 30D | -5.4% | +7.0% | -12.3% | -7.4% |
| 3M | -17.9% | +15.0% | -33.0% | -21.5% |
| 6M | -24.1% | +37.9% | -62.0% | -31.7% |
| YTD | -27.4% | +3.3% | -30.8% | -29.0% |
| 1Y | -36.1% | +12.8% | -48.9% | -39.2% |
| 3Y | +35.4% | +22.4% | +13.0% | +23.1% |
| 5Y | -30.1% | -9.1% | -21.0% | -31.3% |
| 10Y | +15.8% | +247.9% | -232.1% | -14.7% |
| All | +19.3% | +627.1% | -607.8% | -33.7% |
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