+24,595.7%
DHR vs FLEX
+5,119.6%
+19,476.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +1.0% |
| 7D | +1.2% | +7.5% | -6.2% | 0.0% |
| 30D | +3.7% | -25.3% | +29.0% | +7.7% |
| 3M | +14.5% | -39.7% | +54.2% | +22.2% |
| 6M | +40.9% | -47.9% | +88.8% | +51.8% |
| YTD | +2.4% | +24.1% | -21.7% | -6.3% |
| 1Y | +6.1% | +26.0% | -19.8% | -3.3% |
| 3Y | +21.0% | +282.7% | -261.7% | -10.1% |
| 5Y | -11.4% | +424.2% | -435.6% | -38.0% |
| 10Y | +241.8% | +613.8% | -371.9% | +113.4% |
| All | +24,595.7% | +5,119.6% | +19,476.1% | +10,564.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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