+41,315.7%
DHR vs AZO
+41,812.3%
-496.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | -5.0% | -2.9% | -2.1% | -4.3% |
| 30D | -3.3% | -5.3% | +2.0% | -2.1% |
| 3M | +9.4% | -7.3% | +16.8% | +11.2% |
| 6M | +3.2% | -22.7% | +25.8% | +9.3% |
| YTD | -12.0% | -15.0% | +3.0% | -9.1% |
| 1Y | +4.9% | -32.2% | +37.1% | +14.4% |
| 3Y | -7.4% | +10.0% | -17.4% | -11.2% |
| 5Y | -29.8% | +85.8% | -115.6% | -41.5% |
| 10Y | +209.1% | +298.9% | -89.8% | +107.0% |
| All | +41,315.7% | +41,812.3% | -496.6% | +11,831.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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