+53,005.7%
DHR vs NI
+5,096.4%
+47,909.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -5.0% | -0.6% | -4.4% | -4.8% |
| 30D | -3.3% | -1.4% | -1.9% | -2.9% |
| 3M | +9.4% | -10.6% | +20.0% | +13.3% |
| 6M | +3.2% | -9.9% | +13.1% | +6.3% |
| YTD | -12.0% | +1.2% | -13.2% | -12.9% |
| 1Y | +4.9% | +4.4% | +0.5% | +2.6% |
| 3Y | -7.4% | +68.6% | -76.0% | -23.6% |
| 5Y | -29.8% | +98.0% | -127.8% | -45.4% |
| 10Y | +209.1% | +143.6% | +65.5% | +116.5% |
| All | +53,005.7% | +5,096.4% | +47,909.3% | +13,246.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling