+62,326.8%
DHR vs ED
+2,474.3%
+59,852.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | +0.2% | -0.9% | +1.1% | +0.4% |
| 30D | +6.4% | +11.2% | -4.8% | +2.5% |
| 3M | +13.6% | +11.8% | +1.9% | +9.2% |
| 6M | +41.9% | +14.1% | +27.8% | +35.3% |
| YTD | +3.4% | +23.0% | -19.6% | -4.2% |
| 1Y | +9.9% | +23.7% | -13.8% | +1.5% |
| 3Y | +21.6% | +47.7% | -26.2% | +4.0% |
| 5Y | -10.6% | +82.6% | -93.2% | -29.3% |
| 10Y | +245.2% | +141.8% | +103.4% | +139.3% |
| All | +62,326.8% | +2,474.3% | +59,852.5% | +20,228.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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