+185.2%
DHR vs FND
+56.5%
+128.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -3.6% | -5.8% | +2.1% | -2.3% |
| 30D | -2.7% | -20.2% | +17.5% | +2.3% |
| 3M | +10.9% | -12.0% | +22.9% | +13.5% |
| 6M | +3.0% | -18.5% | +21.5% | +6.6% |
| YTD | -12.2% | -22.3% | +10.0% | -8.6% |
| 1Y | +3.3% | -47.6% | +51.0% | +17.3% |
| 3Y | -8.2% | -49.8% | +41.5% | +2.3% |
| 5Y | -29.9% | -63.0% | +33.1% | -20.3% |
| All | +185.2% | +56.5% | +128.7% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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