+232.6%
DHR vs FND
+57.9%
+174.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.9% |
| 7D | +1.2% | -6.8% | +8.0% | +2.8% |
| 30D | +3.7% | +8.0% | -4.3% | +1.6% |
| 3M | +14.5% | -18.9% | +33.4% | +19.4% |
| 6M | +40.9% | +4.7% | +36.2% | +37.6% |
| YTD | +2.4% | -21.6% | +24.0% | +5.9% |
| 1Y | +6.1% | -22.0% | +28.1% | +9.7% |
| 3Y | +21.0% | -40.4% | +61.4% | +29.6% |
| 5Y | -11.4% | -63.8% | +52.4% | +0.8% |
| All | +232.6% | +57.9% | +174.8% | +186.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling