+3,558.1%
DHR vs NDAQ
+2,627.5%
+930.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | +1.2% | +1.3% | -0.1% | +0.9% |
| 30D | +3.7% | +18.0% | -14.2% | -0.9% |
| 3M | +14.5% | +11.5% | +3.0% | +11.0% |
| 6M | +40.9% | +21.1% | +19.8% | +33.3% |
| YTD | +2.4% | +12.8% | -10.4% | -1.6% |
| 1Y | +6.1% | +25.7% | -19.6% | -0.9% |
| 3Y | +21.0% | +116.8% | -95.8% | -2.6% |
| 5Y | -11.4% | +67.3% | -78.7% | -24.0% |
| 10Y | +241.8% | +473.3% | -231.5% | +117.5% |
| All | +3,558.1% | +2,627.5% | +930.6% | +1,728.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling