-27.9%
DHR vs NDAQ
+52.5%
-80.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.2% |
| 7D | -2.4% | -1.6% | -0.8% | -1.7% |
| 30D | -2.2% | -1.5% | -0.7% | -1.5% |
| 3M | +9.0% | +8.0% | +0.9% | +4.4% |
| 6M | +3.5% | +7.7% | -4.3% | -0.9% |
| YTD | -10.1% | -2.3% | -7.8% | -9.9% |
| 1Y | +6.2% | +0.6% | +5.6% | +4.5% |
| 3Y | -5.4% | +90.9% | -96.3% | -36.5% |
| 5Y | -27.9% | +52.5% | -80.4% | -48.5% |
| All | -27.9% | +52.5% | -80.4% | -48.5% |
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