+22.4%
DHR vs AXON
+31.7%
-9.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.3% | +2.4% |
| 7D | +3.1% | -28.7% | +31.9% | +5.9% |
| 30D | +7.0% | -28.3% | +35.3% | +9.7% |
| 3M | +15.0% | -46.9% | +61.9% | +20.8% |
| 6M | +37.9% | -24.9% | +62.8% | +39.9% |
| YTD | +3.3% | -46.6% | +49.9% | +6.9% |
| 1Y | +12.8% | -49.7% | +62.5% | +17.1% |
| 3Y | +22.4% | +40.6% | -18.2% | +7.4% |
| All | +22.4% | +31.7% | -9.3% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling