-28.2%
DHR vs CASY
+274.3%
-302.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.7% |
| 7D | -0.8% | -4.4% | +3.5% | -0.1% |
| 30D | +0.2% | -12.0% | +12.3% | +2.2% |
| 3M | +12.1% | -2.3% | +14.4% | +11.3% |
| 6M | +5.4% | +10.5% | -5.1% | +1.4% |
| YTD | -10.0% | +33.0% | -43.0% | -17.2% |
| 1Y | +4.1% | +41.1% | -37.1% | -6.1% |
| 3Y | -5.2% | +207.5% | -212.7% | -32.3% |
| 5Y | -28.2% | +290.7% | -319.0% | -53.8% |
| All | -28.2% | +274.3% | -302.5% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 5y: compounded portfolio wealth divided by compounded CASY 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…
5y analysis · Full analysis span regression · 6 months rolling