+204.4%
DHR vs EQT
+52.9%
+151.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | -5.0% | -1.2% | -3.8% | -4.9% |
| 30D | -3.3% | +1.1% | -4.4% | -3.4% |
| 3M | +9.4% | +4.8% | +4.6% | +8.9% |
| 6M | +3.2% | -10.6% | +13.7% | +3.8% |
| YTD | -12.0% | +3.4% | -15.5% | -12.6% |
| 1Y | +4.9% | +8.7% | -3.8% | +3.7% |
| 3Y | -7.4% | +35.0% | -42.3% | -10.9% |
| 5Y | -29.8% | +204.2% | -234.0% | -36.9% |
| All | +204.4% | +52.9% | +151.5% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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