+61,719.2%
DHR vs BN
+15,531.3%
+46,187.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.9% |
| 7D | +1.2% | -1.0% | +2.2% | +1.5% |
| 30D | +3.7% | +14.0% | -10.3% | -0.9% |
| 3M | +14.5% | -9.0% | +23.5% | +17.8% |
| 6M | +40.9% | -8.8% | +49.8% | +44.5% |
| YTD | +2.4% | -10.3% | +12.7% | +5.1% |
| 1Y | +6.1% | -5.8% | +11.9% | +7.2% |
| 3Y | +21.0% | +94.8% | -73.8% | -5.4% |
| 5Y | -11.4% | +31.5% | -42.9% | -22.5% |
| 10Y | +241.8% | +291.9% | -50.1% | +102.1% |
| All | +61,719.2% | +15,531.3% | +46,187.9% | +15,559.5% |
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