+815.3%
DHR vs CDW
+983.6%
-168.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.8% | -2.7% | +0.7% |
| 7D | +3.1% | +9.3% | -6.2% | +0.2% |
| 30D | +7.0% | +15.8% | -8.8% | +1.9% |
| 3M | +15.0% | +21.8% | -6.8% | +7.1% |
| 6M | +37.9% | +58.8% | -20.9% | +15.9% |
| YTD | +3.3% | +22.8% | -19.4% | -7.0% |
| 1Y | +12.8% | +17.9% | -5.1% | +2.9% |
| 3Y | +22.4% | -17.4% | +39.8% | +23.3% |
| 5Y | -9.1% | -5.7% | -3.3% | -13.5% |
| 10Y | +247.9% | +319.5% | -71.5% | +114.7% |
| All | +815.3% | +983.6% | -168.3% | +416.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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