+1,187.6%
DHR vs BTG
+385.9%
+801.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.8% | -0.3% |
| 7D | -2.4% | +2.4% | -4.8% | -2.5% |
| 30D | -2.2% | +9.5% | -11.6% | -2.6% |
| 3M | +9.0% | +38.5% | -29.5% | +7.1% |
| 6M | +3.5% | +5.6% | -2.2% | +2.8% |
| YTD | -10.1% | +23.9% | -34.1% | -11.6% |
| 1Y | +6.2% | +32.1% | -25.9% | +4.0% |
| 3Y | -5.4% | +103.2% | -108.6% | -9.8% |
| 5Y | -27.9% | +79.7% | -107.6% | -31.2% |
| 10Y | +215.7% | +159.1% | +56.6% | +193.8% |
| All | +1,187.6% | +385.9% | +801.7% | +1,055.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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