+54,893.9%
DHR vs D
+2,347.4%
+52,546.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | -3.9% | +0.4% | -4.3% | -4.1% |
| 30D | +4.0% | -3.6% | +7.6% | +5.3% |
| 3M | +11.5% | -1.0% | +12.5% | +11.8% |
| 6M | +1.9% | +6.3% | -4.4% | -0.9% |
| YTD | -8.9% | +14.7% | -23.6% | -14.1% |
| 1Y | +5.1% | +16.9% | -11.8% | -1.8% |
| 3Y | -10.3% | +56.8% | -67.1% | -26.5% |
| 5Y | -27.8% | +5.2% | -33.0% | -31.6% |
| 10Y | +203.6% | +35.9% | +167.8% | +152.0% |
| All | +54,893.9% | +2,347.4% | +52,546.5% | +18,078.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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