+1,027.9%
C vs DHR
+64,627.0%
-63,599.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -0.4% | +2.6% | -3.0% | -1.6% |
| 30D | -5.2% | +7.4% | -12.6% | -8.5% |
| 3M | -9.1% | +13.0% | -22.1% | -15.0% |
| 6M | -1.6% | +38.5% | -40.1% | -18.1% |
| YTD | +6.9% | +3.8% | +3.2% | +2.5% |
| 1Y | +23.0% | +12.6% | +10.3% | +12.9% |
| 3Y | +216.1% | +22.0% | +194.2% | +169.9% |
| 5Y | +112.2% | -9.5% | +121.8% | +104.7% |
| 10Y | +208.8% | +249.4% | -40.6% | +43.8% |
| All | +1,027.9% | +64,627.0% | -63,599.0% | -32.3% |
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