+59.9%
DDOG vs DHR
-28.4%
+88.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.2% | +7.3% | +7.3% |
| 7D | +7.7% | -2.4% | +10.1% | +9.1% |
| 30D | -13.6% | -2.2% | -11.5% | -12.8% |
| 3M | -0.9% | +9.0% | -9.9% | -7.0% |
| 6M | +75.2% | +3.5% | +71.7% | +68.6% |
| YTD | +65.7% | -10.1% | +75.8% | +73.9% |
| 1Y | +60.4% | +6.2% | +54.2% | +49.2% |
| 3Y | +130.7% | -5.4% | +136.0% | +115.8% |
| 5Y | +59.9% | -27.9% | +87.8% | +86.8% |
| All | +59.9% | -28.4% | +88.2% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling