+62,539.0%
DHR vs CASY
+33,553.3%
+28,985.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +2.6% | +5.0% | -2.4% | +1.6% |
| 30D | +7.4% | +8.2% | -0.8% | +5.7% |
| 3M | +13.0% | -18.2% | +31.1% | +16.8% |
| 6M | +38.5% | -18.6% | +57.1% | +42.2% |
| YTD | +3.8% | +26.8% | -23.0% | -2.9% |
| 1Y | +12.6% | +31.6% | -19.0% | +4.5% |
| 3Y | +22.0% | +156.5% | -134.5% | -2.5% |
| 5Y | -9.5% | +258.6% | -268.2% | -32.9% |
| 10Y | +249.4% | +550.3% | -300.9% | +123.7% |
| All | +62,539.0% | +33,553.3% | +28,985.7% | +19,027.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling