+4,244.2%
DHR vs EWT
+590.1%
+3,654.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -0.8% | +1.6% | -2.5% | -1.4% |
| 30D | +0.2% | +8.2% | -8.0% | -2.8% |
| 3M | +12.1% | +11.1% | +1.0% | +6.2% |
| 6M | +5.4% | +60.4% | -55.0% | -14.2% |
| YTD | -10.0% | +75.6% | -85.5% | -29.4% |
| 1Y | +4.1% | +91.3% | -87.2% | -21.3% |
| 3Y | -5.2% | +200.3% | -205.5% | -40.6% |
| 5Y | -28.2% | +156.4% | -184.6% | -52.4% |
| 10Y | +208.4% | +495.8% | -287.4% | +48.0% |
| All | +4,244.2% | +590.1% | +3,654.1% | +1,366.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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