+203.8%
DHR vs CNC
+99.9%
+103.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.5% |
| 7D | -3.6% | -0.9% | -2.7% | -3.5% |
| 30D | -2.7% | -1.0% | -1.8% | -2.7% |
| 3M | +10.9% | +4.5% | +6.4% | +9.6% |
| 6M | +3.0% | +85.2% | -82.2% | -9.2% |
| YTD | -12.2% | +61.4% | -73.6% | -21.1% |
| 1Y | +3.3% | +94.9% | -91.6% | -11.1% |
| 3Y | -8.2% | 0.0% | -8.2% | -13.4% |
| 5Y | -29.9% | +11.2% | -41.1% | -36.3% |
| All | +203.8% | +99.9% | +103.9% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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