+35,341.4%
DHR vs CB
+7,007.0%
+28,334.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +3.1% | -1.5% | +4.6% | +3.6% |
| 30D | +7.0% | +6.5% | +0.4% | +5.1% |
| 3M | +15.0% | +4.1% | +11.0% | +13.6% |
| 6M | +37.9% | +14.4% | +23.5% | +32.4% |
| YTD | +3.3% | +17.5% | -14.2% | -1.7% |
| 1Y | +12.8% | +27.5% | -14.7% | +4.9% |
| 3Y | +22.4% | +71.6% | -49.2% | +4.1% |
| 5Y | -9.1% | +100.6% | -109.7% | -26.4% |
| 10Y | +247.9% | +243.0% | +5.0% | +135.3% |
| All | +35,341.4% | +7,007.0% | +28,334.4% | +12,814.8% |
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