+203.8%
DHR vs BB
+1.6%
+202.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.4% |
| 7D | -3.6% | -0.4% | -3.2% | -3.6% |
| 30D | -2.7% | -12.5% | +9.8% | -1.7% |
| 3M | +10.9% | -17.4% | +28.4% | +12.0% |
| 6M | +3.0% | +119.1% | -116.1% | -6.4% |
| YTD | -12.2% | +102.4% | -114.6% | -19.6% |
| 1Y | +3.3% | +98.2% | -94.9% | -5.7% |
| 3Y | -8.2% | +46.9% | -55.1% | -16.2% |
| 5Y | -29.9% | -26.4% | -3.5% | -34.2% |
| All | +203.8% | +1.6% | +202.2% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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