+30,446.3%
DHR vs ALL
+3,690.4%
+26,756.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | -0.4% |
| 7D | +2.6% | -0.1% | +2.8% | +2.6% |
| 30D | +7.4% | +13.8% | -6.4% | +3.1% |
| 3M | +13.0% | -2.8% | +15.7% | +13.4% |
| 6M | +38.5% | +23.7% | +14.8% | +28.7% |
| YTD | +3.8% | +27.3% | -23.5% | -4.7% |
| 1Y | +12.6% | +30.5% | -17.9% | +2.6% |
| 3Y | +22.0% | +113.0% | -91.0% | -6.1% |
| 5Y | -9.5% | +157.6% | -167.1% | -35.5% |
| 10Y | +249.4% | +368.4% | -119.0% | +102.4% |
| All | +30,446.3% | +3,690.4% | +26,756.0% | +10,595.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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