+54,149.7%
DHR vs BDX
+5,237.1%
+48,912.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.5% |
| 7D | -2.4% | -3.6% | +1.1% | -1.2% |
| 30D | -2.2% | +0.7% | -2.8% | -2.4% |
| 3M | +9.0% | +19.0% | -10.0% | +2.5% |
| 6M | +3.5% | +10.8% | -7.3% | -0.3% |
| YTD | -10.1% | +20.1% | -30.3% | -15.9% |
| 1Y | +6.2% | +23.1% | -16.9% | -1.5% |
| 3Y | -5.4% | -8.8% | +3.5% | -3.9% |
| 5Y | -27.9% | -1.4% | -26.5% | -28.8% |
| 10Y | +215.7% | +60.5% | +155.2% | +166.6% |
| All | +54,149.7% | +5,237.1% | +48,912.6% | +17,995.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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