-10.5%
DHR vs NDAQ
+69.8%
-80.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +6.4% | +16.3% | -9.9% | -1.5% |
| 3M | +13.6% | +15.8% | -2.2% | +5.3% |
| 6M | +41.9% | +24.8% | +17.0% | +26.0% |
| YTD | +3.4% | +14.1% | -10.7% | -4.3% |
| 1Y | +9.9% | +26.5% | -16.7% | -4.1% |
| 3Y | +21.6% | +119.1% | -97.6% | -24.8% |
| All | -10.5% | +69.8% | -80.3% | -37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling