+4,462.6%
DHR vs A
+554.3%
+3,908.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +6.4% | +3.3% | +3.1% | +5.3% |
| 3M | +13.6% | +18.5% | -4.9% | +7.8% |
| 6M | +41.9% | +59.3% | -17.4% | +22.4% |
| YTD | +3.4% | +31.0% | -27.6% | -5.2% |
| 1Y | +9.9% | +19.3% | -9.5% | +3.6% |
| 3Y | +21.6% | +66.8% | -45.2% | +3.7% |
| 5Y | -10.6% | +15.5% | -26.1% | -15.0% |
| 10Y | +245.2% | +312.3% | -67.2% | +135.7% |
| All | +4,462.6% | +554.3% | +3,908.2% | +1,980.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 all: compounded portfolio wealth divided by compounded A 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…
all analysis · Full analysis span regression · 6 months rolling