+267.1%
DELL vs DHR
+5.6%
+261.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.2% |
| 7D | +8.7% | -2.4% | +11.2% | +8.2% |
| 30D | +16.9% | -2.2% | +19.1% | +17.0% |
| 3M | +40.4% | +9.0% | +31.5% | +42.7% |
| 6M | +267.1% | +3.5% | +263.6% | +270.2% |
| All | +267.1% | +5.6% | +261.5% | +270.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling