+4,426.8%
DHR vs EWZ
+446.7%
+3,980.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.7% |
| 7D | -0.8% | +5.6% | -6.4% | -2.4% |
| 30D | +0.2% | +9.3% | -9.0% | -2.3% |
| 3M | +12.1% | +15.7% | -3.6% | +7.3% |
| 6M | +5.4% | +7.4% | -2.0% | +2.9% |
| YTD | -10.0% | +22.7% | -32.7% | -15.6% |
| 1Y | +4.1% | +36.4% | -32.3% | -5.5% |
| 3Y | -5.2% | +50.4% | -55.6% | -17.1% |
| 5Y | -28.2% | +67.6% | -95.9% | -40.7% |
| 10Y | +208.4% | +84.1% | +124.3% | +123.8% |
| All | +4,426.8% | +446.7% | +3,980.1% | +1,911.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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