+249.4%
DHR vs AXON
+1,048.6%
-799.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +2.6% | -27.4% | +30.0% | +6.6% |
| 30D | +7.4% | -28.5% | +35.9% | +11.8% |
| 3M | +13.0% | -49.3% | +62.2% | +22.6% |
| 6M | +38.5% | -25.0% | +63.5% | +41.5% |
| YTD | +3.8% | -46.7% | +50.5% | +10.0% |
| 1Y | +12.6% | -48.3% | +60.9% | +19.8% |
| 3Y | +22.0% | +38.8% | -16.8% | +7.6% |
| 5Y | -9.5% | +77.7% | -87.2% | -25.9% |
| 10Y | +249.4% | +1,028.0% | -778.7% | +135.2% |
| All | +249.4% | +1,048.6% | -799.2% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling