-5.2%
DHR vs NDAQ
+91.7%
-96.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.4% |
| 7D | -0.8% | -2.6% | +1.7% | +0.2% |
| 30D | +0.2% | +0.5% | -0.2% | 0.0% |
| 3M | +12.1% | +9.9% | +2.1% | +7.6% |
| 6M | +5.4% | +8.2% | -2.8% | +1.6% |
| YTD | -10.0% | -1.5% | -8.5% | -9.8% |
| 1Y | +4.1% | +1.3% | +2.8% | +2.8% |
| 3Y | -5.2% | +92.6% | -97.8% | -30.2% |
| All | -5.2% | +91.7% | -96.9% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling