-6.4%
DHR vs NXT
+178.8%
-185.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.6% |
| 7D | -3.9% | -1.1% | -2.8% | -3.9% |
| 30D | +4.0% | -15.3% | +19.3% | +4.6% |
| 3M | +11.5% | -43.8% | +55.3% | +14.0% |
| 6M | +1.9% | -18.7% | +20.5% | +1.7% |
| YTD | -8.9% | -3.0% | -5.9% | -10.5% |
| 1Y | +5.1% | +22.7% | -17.6% | +0.9% |
| 3Y | -10.3% | +95.9% | -106.2% | -19.3% |
| All | -6.4% | +178.8% | -185.2% | -18.8% |
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