+62,539.0%
DHR vs COO
+5,462.0%
+57,077.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +2.6% | +4.5% | -1.9% | +2.2% |
| 30D | +7.4% | +16.9% | -9.5% | +5.9% |
| 3M | +13.0% | -16.7% | +29.7% | +14.6% |
| 6M | +38.5% | +5.9% | +32.5% | +37.5% |
| YTD | +3.8% | -22.4% | +26.2% | +5.9% |
| 1Y | +12.6% | -10.1% | +22.7% | +13.5% |
| 3Y | +22.0% | -22.8% | +44.8% | +24.1% |
| 5Y | -9.5% | -41.4% | +31.9% | -6.1% |
| 10Y | +249.4% | +41.3% | +208.1% | +242.2% |
| All | +62,539.0% | +5,462.0% | +57,077.0% | +55,702.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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