+249.8%
DHR vs ACN
+148.3%
+101.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.2% | -3.8% | +5.0% | +2.7% |
| 30D | +3.7% | +16.5% | -12.8% | -3.2% |
| 3M | +14.5% | +41.5% | -27.0% | -3.2% |
| 6M | +40.9% | +60.1% | -19.1% | +10.0% |
| YTD | +2.4% | -3.9% | +6.4% | +1.1% |
| 1Y | +6.1% | +4.1% | +2.0% | +0.3% |
| 3Y | +21.0% | -15.9% | +36.9% | +23.2% |
| 5Y | -11.4% | -26.3% | +14.9% | -5.0% |
| All | +249.8% | +148.3% | +101.5% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling