-9.8%
DHR vs NXT
+173.5%
-183.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.3% |
| 7D | -3.6% | -1.9% | -1.7% | -3.6% |
| 30D | -2.7% | -20.0% | +17.3% | -2.0% |
| 3M | +10.9% | -30.7% | +41.7% | +12.3% |
| 6M | +3.0% | -29.0% | +32.0% | +3.7% |
| YTD | -12.2% | -4.8% | -7.4% | -13.7% |
| 1Y | +3.3% | +22.8% | -19.5% | -0.9% |
| 3Y | -8.2% | +93.9% | -102.1% | -17.4% |
| All | -9.8% | +173.5% | -183.3% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling