+54,250.4%
DHR vs BTI
+6,031.1%
+48,219.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.8% | -1.4% | +0.6% | -0.5% |
| 30D | +0.2% | -7.0% | +7.3% | +1.6% |
| 3M | +12.1% | -6.3% | +18.4% | +13.3% |
| 6M | +5.4% | -2.0% | +7.4% | +5.3% |
| YTD | -10.0% | +0.2% | -10.2% | -10.6% |
| 1Y | +4.1% | +3.8% | +0.3% | +2.5% |
| 3Y | -5.2% | +112.1% | -117.3% | -20.1% |
| 5Y | -28.2% | +113.6% | -141.8% | -40.0% |
| 10Y | +208.4% | +69.6% | +138.8% | +162.9% |
| All | +54,250.4% | +6,031.1% | +48,219.3% | +24,716.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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