+29,935.3%
DHR vs ALL
+3,771.2%
+26,164.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.1% | -1.9% |
| 7D | +2.6% | 0.0% | +2.6% | +2.5% |
| 30D | +4.2% | +12.8% | -8.6% | +0.3% |
| 3M | +13.0% | +4.7% | +8.3% | +11.0% |
| 6M | +40.2% | +24.9% | +15.2% | +29.9% |
| YTD | +2.0% | +30.0% | -28.0% | -6.9% |
| 1Y | +6.6% | +29.9% | -23.3% | -2.8% |
| 3Y | +19.9% | +117.5% | -97.6% | -8.3% |
| 5Y | -11.7% | +161.7% | -173.4% | -37.4% |
| 10Y | +240.6% | +377.1% | -136.5% | +96.2% |
| All | +29,935.3% | +3,771.2% | +26,164.1% | +10,348.5% |
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