+3,306.5%
DHR vs AXON
+101,343.3%
-98,036.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | -1.1% |
| 7D | -3.9% | -14.2% | +10.3% | -2.4% |
| 30D | +4.0% | -15.4% | +19.4% | +5.6% |
| 3M | +11.5% | +0.5% | +11.0% | +10.7% |
| 6M | +1.9% | -9.5% | +11.4% | +1.9% |
| YTD | -8.9% | -9.2% | +0.3% | -9.3% |
| 1Y | +5.1% | -29.4% | +34.5% | +7.2% |
| 3Y | -10.3% | +139.4% | -149.7% | -21.8% |
| 5Y | -27.8% | +178.9% | -206.7% | -39.2% |
| 10Y | +203.6% | +1,840.8% | -1,637.2% | +100.2% |
| All | +3,306.5% | +101,343.3% | -98,036.8% | +1,302.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling