+4.8%
DHR vs NXT
+208.8%
-204.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.6% | -1.1% |
| 7D | +2.6% | -6.0% | +8.6% | +2.8% |
| 30D | +4.2% | +5.4% | -1.3% | +3.9% |
| 3M | +13.0% | -9.7% | +22.7% | +13.3% |
| 6M | +40.2% | -25.3% | +65.5% | +41.2% |
| YTD | +2.0% | +7.5% | -5.4% | -0.2% |
| 1Y | +6.6% | -3.0% | +9.6% | +4.9% |
| 3Y | +19.9% | +171.4% | -151.4% | +6.0% |
| All | +4.8% | +208.8% | -204.0% | -9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling