+994.9%
DHR vs INDA
+121.8%
+873.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.2% | +1.1% | +0.1% | +0.8% |
| 30D | +3.7% | +9.4% | -5.7% | 0.0% |
| 3M | +14.5% | +2.9% | +11.5% | +13.1% |
| 6M | +40.9% | +7.2% | +33.7% | +36.8% |
| YTD | +2.4% | -4.8% | +7.2% | +4.2% |
| 1Y | +6.1% | -5.1% | +11.2% | +8.0% |
| 3Y | +21.0% | +16.7% | +4.3% | +12.9% |
| 5Y | -11.4% | +8.8% | -20.2% | -15.2% |
| 10Y | +241.8% | +116.2% | +125.6% | +149.4% |
| All | +994.9% | +121.8% | +873.1% | +674.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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