+724.9%
DELL vs DHR
-7.0%
+731.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.0% |
| 7D | +8.2% | -3.6% | +11.9% | +9.5% |
| 30D | +17.1% | -2.7% | +19.8% | +18.1% |
| 3M | +45.2% | +10.9% | +34.2% | +37.6% |
| 6M | +286.8% | +3.0% | +283.7% | +276.5% |
| YTD | +354.8% | -12.2% | +367.0% | +375.6% |
| 1Y | +358.3% | +3.3% | +355.0% | +342.0% |
| 3Y | +724.9% | -8.2% | +733.1% | +736.6% |
| All | +724.9% | -7.0% | +731.9% | +736.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling