+54,893.9%
DHR vs CASY
+36,294.1%
+18,599.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +4.0% | -11.3% | +15.4% | +6.3% |
| 3M | +11.5% | -0.6% | +12.1% | +10.6% |
| 6M | +1.9% | +10.7% | -8.9% | -1.4% |
| YTD | -8.9% | +37.1% | -46.0% | -15.6% |
| 1Y | +5.1% | +52.3% | -47.2% | -5.0% |
| 3Y | -10.3% | +215.2% | -225.5% | -31.0% |
| 5Y | -27.8% | +276.5% | -304.3% | -46.8% |
| 10Y | +203.6% | +508.4% | -304.7% | +97.6% |
| All | +54,893.9% | +36,294.1% | +18,599.8% | +16,509.8% |
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