+2,864.7%
DHR vs BNS
+1,463.9%
+1,400.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.2% |
| 7D | -2.4% | -1.3% | -1.1% | -1.8% |
| 30D | -2.2% | +4.0% | -6.2% | -4.1% |
| 3M | +9.0% | +13.8% | -4.8% | +2.3% |
| 6M | +3.5% | +32.7% | -29.2% | -9.4% |
| YTD | -10.1% | +27.6% | -37.7% | -20.1% |
| 1Y | +6.2% | +47.4% | -41.2% | -11.5% |
| 3Y | -5.4% | +129.0% | -134.3% | -35.8% |
| 5Y | -27.9% | +92.7% | -120.6% | -47.5% |
| 10Y | +215.7% | +182.1% | +33.7% | +85.0% |
| All | +2,864.7% | +1,463.9% | +1,400.8% | +589.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling