+3,763.8%
DHR vs AXON
+59,542.0%
-55,778.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.3% | +2.5% |
| 7D | +3.1% | -28.7% | +31.9% | +6.6% |
| 30D | +7.0% | -28.3% | +35.3% | +10.5% |
| 3M | +15.0% | -46.9% | +61.9% | +22.4% |
| 6M | +37.9% | -24.9% | +62.8% | +40.4% |
| YTD | +3.3% | -46.6% | +49.9% | +8.4% |
| 1Y | +12.8% | -49.7% | +62.5% | +19.0% |
| 3Y | +22.4% | +40.6% | -18.2% | +12.6% |
| 5Y | -9.1% | +71.9% | -80.9% | -19.7% |
| 10Y | +247.9% | +1,180.9% | -932.9% | +139.4% |
| All | +3,763.8% | +59,542.0% | -55,778.2% | +1,576.5% |
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