+53,005.7%
DHR vs EQT
+2,995.6%
+50,010.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | -5.0% | -1.2% | -3.8% | -4.8% |
| 30D | -3.3% | +1.1% | -4.4% | -3.5% |
| 3M | +9.4% | +4.8% | +4.6% | +8.3% |
| 6M | +3.2% | -10.6% | +13.7% | +4.6% |
| YTD | -12.0% | +3.4% | -15.5% | -13.2% |
| 1Y | +4.9% | +8.7% | -3.8% | +2.3% |
| 3Y | -7.4% | +35.0% | -42.3% | -15.0% |
| 5Y | -29.8% | +204.2% | -234.0% | -46.9% |
| 10Y | +209.1% | +52.5% | +156.6% | +138.8% |
| All | +53,005.7% | +2,995.6% | +50,010.1% | +19,807.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling