-28.2%
DHR vs AXON
+177.9%
-206.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.9% |
| 7D | -0.8% | -2.5% | +1.7% | -0.5% |
| 30D | +0.2% | -11.5% | +11.7% | +1.7% |
| 3M | +12.1% | +7.3% | +4.8% | +10.0% |
| 6M | +5.4% | -11.9% | +17.4% | +5.6% |
| YTD | -10.0% | -11.0% | +1.0% | -10.3% |
| 1Y | +4.1% | -31.8% | +35.8% | +7.1% |
| 3Y | -5.2% | +135.4% | -140.6% | -26.0% |
| 5Y | -28.2% | +176.9% | -205.1% | -51.4% |
| All | -28.2% | +177.9% | -206.2% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling