+10.7%
DHR vs AXP
-6.4%
+17.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.4% |
| 7D | +0.4% | +4.6% | -4.2% | -1.1% |
| 30D | +6.2% | +9.7% | -3.5% | +3.1% |
| 3M | +20.8% | -3.8% | +24.6% | +22.2% |
| 6M | +35.5% | +4.8% | +30.7% | +32.6% |
| YTD | +3.2% | -9.1% | +12.3% | +3.3% |
| 1Y | +10.7% | -6.7% | +17.4% | +10.2% |
| All | +10.7% | -6.4% | +17.1% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling