+3,825.5%
DHR vs BLK
+12,998.0%
-9,172.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.8% |
| 7D | -3.6% | -3.3% | -0.3% | -2.5% |
| 30D | -2.7% | -6.5% | +3.8% | -0.5% |
| 3M | +10.9% | +6.7% | +4.2% | +8.1% |
| 6M | +3.0% | +14.7% | -11.7% | -2.3% |
| YTD | -12.2% | +2.5% | -14.7% | -13.7% |
| 1Y | +3.3% | -2.8% | +6.1% | +3.1% |
| 3Y | -8.2% | +65.9% | -74.1% | -24.0% |
| 5Y | -29.9% | +33.0% | -62.9% | -38.2% |
| 10Y | +208.5% | +281.2% | -72.7% | +88.7% |
| All | +3,825.5% | +12,998.0% | -9,172.5% | +1,086.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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