+54,893.9%
DHR vs BN
+15,251.3%
+39,642.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.9% | -2.5% | -1.4% | -3.1% |
| 30D | +4.0% | -9.5% | +13.5% | +7.5% |
| 3M | +11.5% | -10.4% | +21.9% | +15.5% |
| 6M | +1.9% | -6.4% | +8.2% | +3.7% |
| YTD | -8.9% | -11.9% | +3.0% | -5.7% |
| 1Y | +5.1% | -8.6% | +13.7% | +7.2% |
| 3Y | -10.3% | +77.6% | -87.8% | -27.8% |
| 5Y | -27.8% | +37.0% | -64.8% | -37.6% |
| 10Y | +203.6% | +266.4% | -62.8% | +83.7% |
| All | +54,893.9% | +15,251.3% | +39,642.5% | +13,953.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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