+54,250.3%
DHR vs BHP
+8,048.4%
+46,201.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.6% |
| 7D | -0.8% | +1.3% | -2.1% | -1.2% |
| 30D | +0.2% | +4.0% | -3.7% | -0.8% |
| 3M | +12.1% | +12.3% | -0.2% | +8.0% |
| 6M | +5.4% | +30.8% | -25.4% | -3.2% |
| YTD | -10.0% | +58.8% | -68.7% | -22.0% |
| 1Y | +4.1% | +76.8% | -72.8% | -12.7% |
| 3Y | -5.2% | +87.5% | -92.6% | -22.6% |
| 5Y | -28.2% | +123.9% | -152.1% | -45.5% |
| 10Y | +208.4% | +504.4% | -296.0% | +68.7% |
| All | +54,250.3% | +8,048.4% | +46,201.9% | +13,637.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BHP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling