-28.0%
DHR vs NI
+96.9%
-124.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | 0.0% | -3.7% | -3.6% |
| 30D | -2.7% | -1.4% | -1.4% | -2.3% |
| 3M | +10.9% | -10.6% | +21.5% | +15.2% |
| 6M | +3.0% | -9.3% | +12.4% | +6.1% |
| YTD | -12.2% | +1.1% | -13.3% | -13.4% |
| 1Y | +3.3% | +3.4% | -0.1% | +0.8% |
| 3Y | -8.2% | +67.9% | -76.1% | -28.3% |
| All | -28.0% | +96.9% | -124.9% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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