+358.3%
DELL vs DHR
+3.6%
+354.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.0% |
| 7D | +8.2% | -3.6% | +11.9% | +8.4% |
| 30D | +17.1% | -2.7% | +19.8% | +17.6% |
| 3M | +45.2% | +10.9% | +34.2% | +41.3% |
| 6M | +286.8% | +3.0% | +283.7% | +284.6% |
| YTD | +354.8% | -12.2% | +367.0% | +380.0% |
| 1Y | +358.3% | +3.3% | +355.0% | +357.6% |
| All | +358.3% | +3.6% | +354.7% | +357.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling