+3.3%
DHR vs BAX
-0.4%
+3.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.2% |
| 7D | -3.6% | -7.9% | +4.2% | -1.8% |
| 30D | -2.7% | -11.7% | +8.9% | 0.0% |
| 3M | +10.9% | +16.2% | -5.3% | +6.7% |
| 6M | +3.0% | +32.0% | -28.9% | -3.9% |
| YTD | -12.2% | +24.7% | -36.9% | -18.2% |
| 1Y | +3.3% | -2.6% | +5.9% | +7.7% |
| All | +3.3% | -0.4% | +3.7% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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