+4,576.7%
DHR vs IBN
+1,491.4%
+3,085.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.7% |
| 7D | -0.8% | -2.2% | +1.4% | -0.4% |
| 30D | +0.2% | -2.3% | +2.5% | +0.6% |
| 3M | +12.1% | +15.9% | -3.8% | +8.9% |
| 6M | +5.4% | +5.6% | -0.2% | +4.3% |
| YTD | -10.0% | -0.1% | -9.9% | -10.1% |
| 1Y | +4.1% | -6.5% | +10.6% | +5.2% |
| 3Y | -5.2% | +29.3% | -34.5% | -10.4% |
| 5Y | -28.2% | +56.6% | -84.8% | -34.9% |
| 10Y | +208.4% | +314.4% | -106.0% | +124.4% |
| All | +4,576.7% | +1,491.4% | +3,085.3% | +2,263.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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