+490.5%
DDOG vs DHR
+62.3%
+428.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.3% |
| 7D | +3.2% | -5.0% | +8.2% | +6.4% |
| 30D | -10.2% | -3.3% | -6.8% | -8.7% |
| 3M | -2.6% | +9.4% | -12.0% | -9.3% |
| 6M | +80.1% | +3.2% | +77.0% | +72.7% |
| YTD | +63.0% | -12.0% | +75.1% | +73.1% |
| 1Y | +59.4% | +4.9% | +54.5% | +48.6% |
| 3Y | +127.0% | -7.4% | +134.4% | +117.0% |
| 5Y | +61.7% | -29.8% | +91.4% | +88.9% |
| All | +490.5% | +62.3% | +428.2% | +303.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling