+249.4%
DHR vs PAAS
+168.2%
+81.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.3% | +0.9% |
| 7D | +2.6% | +4.2% | -1.6% | +2.2% |
| 30D | +7.4% | -13.8% | +21.2% | +8.6% |
| 3M | +13.0% | -22.7% | +35.7% | +15.1% |
| 6M | +38.5% | -32.1% | +70.6% | +42.1% |
| YTD | +3.8% | -22.3% | +26.0% | +4.7% |
| 1Y | +12.6% | +7.7% | +5.0% | +10.5% |
| 3Y | +22.0% | +214.0% | -192.0% | +6.9% |
| 5Y | -9.5% | +63.2% | -72.8% | -18.1% |
| 10Y | +249.4% | +185.5% | +63.9% | +214.7% |
| All | +249.4% | +168.2% | +81.1% | +214.7% |
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