+1,352.9%
DHR vs BND
+76.2%
+1,276.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -2.2% | -0.2% | -1.9% | -2.1% |
| 3M | +9.0% | -0.7% | +9.6% | +9.1% |
| 6M | +3.5% | -1.7% | +5.1% | +3.7% |
| YTD | -10.1% | -0.5% | -9.6% | -10.0% |
| 1Y | +6.2% | +0.4% | +5.8% | +6.2% |
| 3Y | -5.4% | +13.1% | -18.5% | -6.0% |
| 5Y | -27.9% | -2.1% | -25.8% | -31.3% |
| 10Y | +215.7% | +15.7% | +200.0% | +233.1% |
| All | +1,352.9% | +76.2% | +1,276.7% | +1,927.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling