+54,893.9%
DHR vs BAX
+900.4%
+53,993.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.9% |
| 7D | -3.9% | -1.1% | -2.7% | -3.6% |
| 30D | +4.0% | -5.5% | +9.5% | +5.7% |
| 3M | +11.5% | +33.5% | -22.0% | +1.8% |
| 6M | +1.9% | +35.9% | -34.0% | -7.9% |
| YTD | -8.9% | +35.4% | -44.3% | -18.3% |
| 1Y | +5.1% | +9.8% | -4.6% | -0.2% |
| 3Y | -10.3% | -32.7% | +22.4% | -3.7% |
| 5Y | -27.8% | -65.6% | +37.8% | -6.9% |
| 10Y | +203.6% | -34.9% | +238.5% | +227.1% |
| All | +54,893.9% | +900.4% | +53,993.4% | +26,238.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling