+60,984.4%
DHR vs CASY
+33,031.0%
+27,953.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -0.9% | +1.1% | -1.9% | -1.1% |
| 30D | +5.4% | +8.7% | -3.3% | +3.6% |
| 3M | +15.3% | -17.3% | +32.7% | +19.0% |
| 6M | +32.1% | -19.7% | +51.9% | +36.0% |
| YTD | +1.2% | +24.8% | -23.6% | -5.0% |
| 1Y | +10.1% | +31.9% | -21.8% | +2.1% |
| 3Y | +19.9% | +155.4% | -135.5% | -4.1% |
| 5Y | -8.8% | +250.6% | -259.4% | -32.0% |
| 10Y | +255.3% | +556.8% | -301.5% | +127.1% |
| All | +60,984.4% | +33,031.0% | +27,953.4% | +18,609.4% |
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