+3,154.2%
DHR vs NDAQ
+2,327.9%
+826.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.1% |
| 7D | -3.9% | -2.4% | -1.4% | -3.3% |
| 30D | +4.0% | +2.5% | +1.6% | +3.3% |
| 3M | +11.5% | +9.9% | +1.6% | +8.5% |
| 6M | +1.9% | +9.4% | -7.6% | -0.8% |
| YTD | -8.9% | +0.4% | -9.3% | -9.5% |
| 1Y | +5.1% | +4.0% | +1.1% | +3.3% |
| 3Y | -10.3% | +94.4% | -104.7% | -25.6% |
| 5Y | -27.8% | +56.7% | -84.5% | -36.8% |
| 10Y | +203.6% | +375.3% | -171.7% | +102.8% |
| All | +3,154.2% | +2,327.9% | +826.3% | +1,580.8% |
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