+31,146.8%
DHR vs CB
+6,559.4%
+24,587.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.1% |
| 7D | -3.9% | +0.5% | -4.4% | -4.0% |
| 30D | +4.0% | -3.1% | +7.1% | +4.8% |
| 3M | +11.5% | +9.0% | +2.5% | +8.7% |
| 6M | +1.9% | +2.9% | -1.0% | +0.8% |
| YTD | -8.9% | +10.1% | -19.0% | -11.7% |
| 1Y | +5.1% | +22.8% | -17.7% | -1.2% |
| 3Y | -10.3% | +73.8% | -84.1% | -24.0% |
| 5Y | -27.8% | +99.2% | -127.0% | -41.4% |
| 10Y | +203.6% | +218.2% | -14.6% | +109.8% |
| All | +31,146.8% | +6,559.4% | +24,587.4% | +11,506.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling