-5.7%
DHR vs NVD
-99.2%
+93.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.0% |
| 7D | -0.8% | -7.7% | +6.8% | -1.2% |
| 30D | +0.2% | -5.8% | +6.0% | +0.1% |
| 3M | +12.1% | -23.2% | +35.3% | +11.1% |
| 6M | +5.4% | -49.7% | +55.2% | +2.6% |
| YTD | -10.0% | -47.7% | +37.7% | -12.0% |
| 1Y | +4.1% | -61.3% | +65.4% | +0.3% |
| 3Y | -5.2% | -99.2% | +94.0% | -20.4% |
| All | -5.7% | -99.2% | +93.5% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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