-8.2%
DHR vs NVDL
+625.2%
-633.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -3.6% | -10.3% | +6.7% | -3.2% |
| 30D | -2.7% | -7.1% | +4.4% | -2.5% |
| 3M | +10.9% | +6.6% | +4.4% | +10.2% |
| 6M | +3.0% | +21.1% | -18.0% | +1.2% |
| YTD | -12.2% | +15.2% | -27.4% | -13.8% |
| 1Y | +3.3% | +18.8% | -15.5% | +0.8% |
| 3Y | -8.2% | +649.9% | -658.1% | -19.7% |
| All | -8.2% | +625.2% | -633.4% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 3y: compounded portfolio wealth divided by compounded NVDL 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…
3y analysis · Full analysis span regression · 6 months rolling