+215.7%
DHR vs CB
+219.8%
-4.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | -2.2% | -3.1% | +0.9% | -1.3% |
| 3M | +9.0% | +4.2% | +4.8% | +7.3% |
| 6M | +3.5% | +4.7% | -1.2% | +1.6% |
| YTD | -10.1% | +8.8% | -19.0% | -13.0% |
| 1Y | +6.2% | +22.6% | -16.4% | -1.2% |
| 3Y | -5.4% | +70.6% | -76.0% | -21.7% |
| 5Y | -27.9% | +99.4% | -127.3% | -43.7% |
| 10Y | +215.7% | +223.5% | -7.7% | +107.5% |
| All | +215.7% | +219.8% | -4.0% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling