+26,718.1%
DHR vs ALL
+3,667.9%
+23,050.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.2% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | +4.0% | -1.5% | +5.5% | +4.3% |
| 3M | +11.5% | +23.6% | -12.1% | +4.1% |
| 6M | +1.9% | +22.3% | -20.5% | -4.7% |
| YTD | -8.9% | +26.5% | -35.4% | -15.9% |
| 1Y | +5.1% | +27.0% | -21.9% | -3.3% |
| 3Y | -10.3% | +149.6% | -159.9% | -34.2% |
| 5Y | -27.8% | +118.1% | -145.9% | -45.7% |
| 10Y | +203.6% | +369.0% | -165.3% | +76.4% |
| All | +26,718.1% | +3,667.9% | +23,050.2% | +9,340.0% |
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