+215.7%
DHR vs PAAS
+218.1%
-2.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.5% |
| 7D | -2.4% | +2.6% | -5.0% | -2.6% |
| 30D | -2.2% | +2.5% | -4.6% | -2.4% |
| 3M | +9.0% | +15.1% | -6.1% | +7.5% |
| 6M | +3.5% | -12.1% | +15.5% | +4.0% |
| YTD | -10.1% | +3.1% | -13.2% | -11.2% |
| 1Y | +6.2% | +50.8% | -44.6% | +1.3% |
| 3Y | -5.4% | +259.5% | -264.9% | -17.8% |
| 5Y | -27.9% | +126.3% | -154.2% | -36.2% |
| 10Y | +215.7% | +239.7% | -24.0% | +177.9% |
| All | +215.7% | +218.1% | -2.4% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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