+4.9%
DHR vs NXT
+26.5%
-21.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.2% |
| 7D | -5.0% | -2.6% | -2.4% | -5.1% |
| 30D | -3.3% | -22.4% | +19.1% | -4.5% |
| 3M | +9.4% | -27.3% | +36.8% | +8.0% |
| 6M | +3.2% | -28.5% | +31.6% | +2.4% |
| YTD | -12.0% | -6.6% | -5.4% | -12.5% |
| 1Y | +4.9% | +20.4% | -15.5% | +11.6% |
| All | +4.9% | +26.5% | -21.6% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling