+248.5%
DHR vs P
+666.7%
-418.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -1.8% |
| 7D | +2.6% | +17.8% | -15.3% | +0.4% |
| 30D | +4.2% | -29.9% | +34.0% | +8.5% |
| 3M | +13.0% | -1.2% | +14.2% | +12.0% |
| 6M | +40.2% | +32.1% | +8.0% | +31.8% |
| YTD | +2.0% | +64.3% | -62.3% | -8.0% |
| 1Y | +6.6% | +24.3% | -17.7% | -0.8% |
| 3Y | +19.9% | +203.2% | -183.3% | -9.3% |
| 5Y | -11.7% | +290.4% | -302.2% | -38.0% |
| All | +248.5% | +666.7% | -418.2% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling