+203.8%
DHR vs NDAQ
+368.2%
-164.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -3.6% | -5.6% | +1.9% | -0.8% |
| 30D | -2.7% | -4.4% | +1.6% | -0.6% |
| 3M | +10.9% | +5.9% | +5.1% | +7.3% |
| 6M | +3.0% | +7.7% | -4.7% | -1.4% |
| YTD | -12.2% | -5.2% | -7.0% | -10.9% |
| 1Y | +3.3% | -3.4% | +6.7% | +3.5% |
| 3Y | -8.2% | +85.6% | -93.8% | -35.8% |
| 5Y | -29.9% | +49.5% | -79.4% | -45.9% |
| All | +203.8% | +368.2% | -164.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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