+1,794.6%
DHR vs BUD
+214.2%
+1,580.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.9% |
| 3M | +13.0% | +5.9% | +7.1% | +10.7% |
| 6M | +40.2% | +5.1% | +35.1% | +37.1% |
| YTD | +2.0% | +32.9% | -30.9% | -7.7% |
| 1Y | +6.6% | +31.8% | -25.2% | -3.4% |
| 3Y | +19.9% | +47.4% | -27.4% | +3.9% |
| 5Y | -11.7% | +50.8% | -62.6% | -25.1% |
| 10Y | +240.6% | -5.1% | +245.6% | +219.6% |
| All | +1,794.6% | +214.2% | +1,580.4% | +900.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling