+1,282.8%
DHR vs BX
+873.6%
+409.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +0.7% |
| 7D | -2.4% | -5.7% | +3.3% | -1.0% |
| 30D | -2.2% | -8.9% | +6.7% | +0.1% |
| 3M | +9.0% | +8.4% | +0.6% | +6.4% |
| 6M | +3.5% | +18.9% | -15.5% | -1.6% |
| YTD | -10.1% | -13.6% | +3.5% | -7.7% |
| 1Y | +6.2% | -22.4% | +28.6% | +11.7% |
| 3Y | -5.4% | +26.0% | -31.4% | -13.2% |
| 5Y | -27.9% | +18.8% | -46.7% | -35.0% |
| 10Y | +215.7% | +668.7% | -453.0% | +81.1% |
| All | +1,282.8% | +873.6% | +409.2% | +527.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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