+61,719.3%
DHR vs BEN
+5,152.6%
+56,566.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.2% |
| 7D | +1.2% | +6.8% | -5.6% | -0.9% |
| 30D | +3.7% | +18.0% | -14.3% | -1.5% |
| 3M | +14.5% | +7.5% | +7.0% | +11.8% |
| 6M | +40.9% | +14.7% | +26.2% | +34.3% |
| YTD | +2.4% | +56.1% | -53.7% | -11.7% |
| 1Y | +6.1% | +69.6% | -63.5% | -10.9% |
| 3Y | +21.0% | +87.7% | -66.7% | -3.5% |
| 5Y | -11.4% | +28.6% | -40.1% | -21.8% |
| 10Y | +241.8% | +59.8% | +182.0% | +160.7% |
| All | +61,719.3% | +5,152.6% | +56,566.7% | +15,790.4% |
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