+62,539.0%
DHR vs APD
+6,384.4%
+56,154.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +2.6% | -0.2% | +2.8% | +2.7% |
| 30D | +7.4% | +11.0% | -3.6% | +3.1% |
| 3M | +13.0% | +2.0% | +11.0% | +12.0% |
| 6M | +38.5% | +7.1% | +31.4% | +34.0% |
| YTD | +3.8% | +29.8% | -26.0% | -7.5% |
| 1Y | +12.6% | +24.0% | -11.4% | +2.0% |
| 3Y | +22.0% | +27.2% | -5.2% | +7.3% |
| 5Y | -9.5% | +12.8% | -22.3% | -17.8% |
| 10Y | +249.4% | +185.0% | +64.4% | +113.2% |
| All | +62,539.0% | +6,384.4% | +56,154.7% | +11,487.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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