+20,721.9%
DHR vs O
+5,221.5%
+15,500.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | +1.2% | -0.4% | +1.6% | +1.3% |
| 30D | +3.7% | +7.1% | -3.4% | +1.3% |
| 3M | +14.5% | -5.2% | +19.7% | +16.4% |
| 6M | +40.9% | -1.8% | +42.7% | +41.5% |
| YTD | +2.4% | +9.1% | -6.7% | -1.0% |
| 1Y | +6.1% | +9.7% | -3.6% | +2.4% |
| 3Y | +21.0% | +39.1% | -18.1% | +7.3% |
| 5Y | -11.4% | +8.4% | -19.8% | -14.8% |
| 10Y | +241.8% | +80.2% | +161.7% | +160.9% |
| All | +20,721.9% | +5,221.5% | +15,500.4% | +5,908.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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