+40.9%
DHR vs NXT
-36.3%
+77.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | +0.4% |
| 7D | +1.2% | -9.4% | +10.6% | +1.0% |
| 30D | +3.7% | +15.1% | -11.4% | +4.7% |
| 3M | +14.5% | -9.1% | +23.6% | +14.1% |
| 6M | +40.9% | -30.3% | +71.2% | +40.5% |
| All | +40.9% | -36.3% | +77.2% | +40.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling