-28.2%
DHR vs CIEN
+508.9%
-537.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | -2.4% | -4.6% | +2.2% | -2.0% |
| 30D | -2.2% | -12.8% | +10.7% | -1.0% |
| 3M | +9.0% | -23.1% | +32.0% | +11.1% |
| 6M | +3.5% | +6.1% | -2.6% | -2.0% |
| YTD | -10.1% | +44.5% | -54.7% | -20.1% |
| 1Y | +6.2% | +176.6% | -170.4% | -17.4% |
| 3Y | -5.4% | +601.0% | -606.3% | -44.7% |
| All | -28.2% | +508.9% | -537.1% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling