-8.2%
DHR vs BNS
+130.5%
-138.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -3.6% | -0.4% | -3.2% | -3.5% |
| 30D | -2.7% | +3.5% | -6.2% | -4.2% |
| 3M | +10.9% | +14.1% | -3.1% | +4.2% |
| 6M | +3.0% | +33.8% | -30.7% | -10.6% |
| YTD | -12.2% | +29.5% | -41.7% | -22.8% |
| 1Y | +3.3% | +48.4% | -45.1% | -15.3% |
| 3Y | -8.2% | +129.6% | -137.8% | -40.2% |
| All | -8.2% | +130.5% | -138.7% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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