+3,603.6%
DHR vs IBB
+577.3%
+3,026.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.0% |
| 7D | +2.6% | +0.8% | +1.8% | +2.2% |
| 30D | +7.4% | +5.2% | +2.2% | +4.5% |
| 3M | +13.0% | +8.6% | +4.4% | +8.0% |
| 6M | +38.5% | +27.8% | +10.7% | +21.3% |
| YTD | +3.8% | +28.8% | -25.0% | -9.7% |
| 1Y | +12.6% | +36.4% | -23.8% | -4.9% |
| 3Y | +22.0% | +89.3% | -67.4% | -12.8% |
| 5Y | -9.5% | +43.3% | -52.8% | -25.7% |
| 10Y | +249.4% | +130.6% | +118.7% | +122.7% |
| All | +3,603.6% | +577.3% | +3,026.4% | +1,007.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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