+54,250.3%
DHR vs BEN
+4,901.8%
+49,348.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -0.8% | +4.7% | -5.5% | -2.3% |
| 30D | +0.2% | +2.6% | -2.4% | -0.6% |
| 3M | +12.1% | +11.5% | +0.6% | +7.9% |
| 6M | +5.4% | +35.3% | -29.9% | -4.7% |
| YTD | -10.0% | +48.6% | -58.6% | -21.1% |
| 1Y | +4.1% | +46.7% | -42.6% | -8.7% |
| 3Y | -5.2% | +57.0% | -62.2% | -20.0% |
| 5Y | -28.2% | +41.8% | -70.1% | -38.8% |
| 10Y | +208.4% | +55.2% | +153.2% | +136.7% |
| All | +54,250.3% | +4,901.8% | +49,348.6% | +14,101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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