-28.9%
DHR vs ONON
-22.6%
-6.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.5% |
| 7D | -3.6% | -2.1% | -1.5% | -3.3% |
| 30D | -2.7% | -11.6% | +8.9% | -0.9% |
| 3M | +10.9% | -30.1% | +41.0% | +16.8% |
| 6M | +3.0% | -30.5% | +33.5% | +8.1% |
| YTD | -12.2% | -41.0% | +28.8% | -5.6% |
| 1Y | +3.3% | -36.7% | +40.0% | +9.3% |
| 3Y | -8.2% | -8.6% | +0.4% | -11.4% |
| All | -28.9% | -22.6% | -6.3% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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