+54,250.4%
DHR vs OMC
+5,896.1%
+48,354.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.6% |
| 7D | -0.8% | -5.8% | +4.9% | +1.1% |
| 30D | +0.2% | -4.8% | +5.1% | +1.7% |
| 3M | +12.1% | +9.2% | +2.8% | +8.4% |
| 6M | +5.4% | -2.5% | +7.9% | +5.8% |
| YTD | -10.0% | +2.6% | -12.5% | -12.0% |
| 1Y | +4.1% | +5.9% | -1.9% | +0.1% |
| 3Y | -5.2% | +14.2% | -19.4% | -12.1% |
| 5Y | -28.2% | +33.2% | -61.5% | -38.3% |
| 10Y | +208.4% | +33.4% | +175.0% | +147.3% |
| All | +54,250.4% | +5,896.1% | +48,354.2% | +15,624.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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