+248.5%
DHR vs BUD
-3.2%
+251.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -1.3% |
| 7D | +2.6% | -1.6% | +4.2% | +3.0% |
| 30D | +4.2% | +6.7% | -2.5% | +2.3% |
| 3M | +13.0% | +5.9% | +7.1% | +11.1% |
| 6M | +40.2% | +5.1% | +35.1% | +37.7% |
| YTD | +2.0% | +32.9% | -30.9% | -6.1% |
| 1Y | +6.6% | +31.8% | -25.2% | -1.7% |
| 3Y | +19.9% | +47.4% | -27.4% | +6.7% |
| 5Y | -11.7% | +50.8% | -62.6% | -22.9% |
| All | +248.5% | -3.2% | +251.7% | +226.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling