-16.7%
DHR vs NVDL
+2,476.2%
-2,492.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -3.6% | -10.3% | +6.7% | -3.1% |
| 30D | -2.7% | -7.1% | +4.4% | -2.5% |
| 3M | +10.9% | +6.6% | +4.4% | +10.1% |
| 6M | +3.0% | +21.1% | -18.0% | +1.1% |
| YTD | -12.2% | +15.2% | -27.4% | -13.9% |
| 1Y | +3.3% | +18.8% | -15.5% | +0.6% |
| 3Y | -8.2% | +649.9% | -658.1% | -24.8% |
| All | -16.7% | +2,476.2% | -2,492.9% | -42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling