+54,893.9%
DHR vs AXP
+6,658.5%
+48,235.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | -3.9% | -2.1% | -1.8% | -3.2% |
| 30D | +4.0% | -6.5% | +10.5% | +6.2% |
| 3M | +11.5% | +4.6% | +6.8% | +9.8% |
| 6M | +1.9% | +5.4% | -3.6% | +0.1% |
| YTD | -8.9% | -11.1% | +2.2% | -6.0% |
| 1Y | +5.1% | -0.3% | +5.4% | +4.3% |
| 3Y | -10.3% | +111.6% | -121.9% | -29.9% |
| 5Y | -27.8% | +117.6% | -145.4% | -45.1% |
| 10Y | +203.6% | +474.1% | -270.5% | +60.1% |
| All | +54,893.9% | +6,658.5% | +48,235.4% | +14,157.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling