+1,820.3%
DHR vs BUD
+215.1%
+1,605.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | +0.2% | +0.5% | -0.3% | 0.0% |
| 30D | +6.4% | +7.4% | -1.0% | +3.8% |
| 3M | +13.6% | +4.3% | +9.3% | +11.8% |
| 6M | +41.9% | +5.3% | +36.6% | +38.6% |
| YTD | +3.4% | +33.2% | -29.8% | -6.5% |
| 1Y | +9.9% | +31.8% | -21.9% | -0.4% |
| 3Y | +21.6% | +47.8% | -26.2% | +5.2% |
| 5Y | -10.6% | +50.2% | -60.8% | -24.0% |
| 10Y | +245.2% | -4.8% | +250.0% | +223.7% |
| All | +1,820.3% | +215.1% | +1,605.2% | +912.9% |
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