+911.5%
BE vs DHR
+135.0%
+776.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +8.4% |
| 7D | +20.0% | -3.9% | +23.9% | +23.0% |
| 30D | +7.9% | +4.0% | +3.9% | +4.3% |
| 3M | -13.2% | +11.5% | -24.7% | -23.1% |
| 6M | +53.5% | +1.9% | +51.6% | +45.0% |
| YTD | +191.0% | -8.9% | +199.9% | +197.2% |
| 1Y | +360.5% | +5.1% | +355.4% | +316.7% |
| 3Y | +1,568.0% | -10.3% | +1,578.3% | +1,525.9% |
| 5Y | +1,055.2% | -27.8% | +1,083.0% | +1,248.2% |
| All | +911.5% | +135.0% | +776.4% | +358.9% |
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