-8.0%
DHR vs BND
+12.6%
-20.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | -5.0% | -0.9% | -4.1% | -3.9% |
| 30D | -3.3% | -1.0% | -2.4% | -2.2% |
| 3M | +9.4% | -1.2% | +10.7% | +11.1% |
| 6M | +3.2% | -2.0% | +5.1% | +5.6% |
| YTD | -12.0% | -1.2% | -10.9% | -10.6% |
| 1Y | +4.9% | -0.5% | +5.3% | +5.9% |
| All | -8.0% | +12.6% | -20.6% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling