+249.8%
DHR vs B
+216.6%
+33.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.0% | +0.4% |
| 7D | +1.2% | -7.3% | +8.5% | +1.9% |
| 30D | +3.7% | -3.3% | +7.1% | +4.0% |
| 3M | +14.5% | -7.8% | +22.3% | +15.3% |
| 6M | +40.9% | -15.5% | +56.5% | +42.7% |
| YTD | +2.4% | -12.3% | +14.7% | +2.9% |
| 1Y | +6.1% | +5.4% | +0.7% | +4.6% |
| 3Y | +21.0% | +165.5% | -144.5% | +6.8% |
| 5Y | -11.4% | +107.0% | -118.4% | -21.1% |
| All | +249.8% | +216.6% | +33.2% | +215.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling