+43,895.1%
DHR vs APH
+132,206.3%
-88,311.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.8% |
| 7D | -3.9% | +5.0% | -8.8% | -5.1% |
| 30D | +4.0% | -3.9% | +7.9% | +4.8% |
| 3M | +11.5% | +13.0% | -1.5% | +6.8% |
| 6M | +1.9% | +25.2% | -23.3% | -5.5% |
| YTD | -8.9% | +22.9% | -31.8% | -15.8% |
| 1Y | +5.1% | +47.8% | -42.7% | -8.1% |
| 3Y | -10.3% | +283.0% | -293.3% | -40.4% |
| 5Y | -27.8% | +349.7% | -377.5% | -53.9% |
| 10Y | +203.6% | +1,061.2% | -857.6% | +52.4% |
| All | +43,895.1% | +132,206.3% | -88,311.2% | +11,542.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling