+54,149.7%
DHR vs AON
+4,830.5%
+49,319.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.9% |
| 7D | -2.4% | -7.9% | +5.5% | 0.0% |
| 30D | -2.2% | -14.6% | +12.5% | +2.4% |
| 3M | +9.0% | -7.9% | +16.9% | +11.3% |
| 6M | +3.5% | -8.0% | +11.5% | +5.7% |
| YTD | -10.1% | -13.2% | +3.1% | -7.0% |
| 1Y | +6.2% | -16.4% | +22.6% | +11.0% |
| 3Y | -5.4% | -6.7% | +1.3% | -5.4% |
| 5Y | -27.9% | +8.0% | -35.9% | -31.1% |
| 10Y | +215.7% | +205.6% | +10.1% | +120.5% |
| All | +54,149.7% | +4,830.5% | +49,319.2% | +15,487.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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