+203.8%
DHR vs CIEN
+1,531.8%
-1,328.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -0.8% |
| 7D | -3.6% | +8.9% | -12.5% | -4.8% |
| 30D | -2.7% | -19.1% | +16.4% | -0.1% |
| 3M | +10.9% | -21.5% | +32.4% | +13.3% |
| 6M | +3.0% | +2.8% | +0.2% | -1.6% |
| YTD | -12.2% | +49.5% | -61.7% | -22.5% |
| 1Y | +3.3% | +163.8% | -160.5% | -18.9% |
| 3Y | -8.2% | +615.8% | -624.0% | -44.4% |
| 5Y | -29.9% | +548.4% | -578.3% | -57.6% |
| All | +203.8% | +1,531.8% | -1,328.1% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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