+54,250.4%
DHR vs PEG
+2,929.1%
+51,321.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -0.8% | +1.0% | -1.9% | -1.2% |
| 30D | +0.2% | -1.9% | +2.1% | +0.7% |
| 3M | +12.1% | -3.7% | +15.7% | +13.3% |
| 6M | +5.4% | -9.4% | +14.9% | +8.5% |
| YTD | -10.0% | -6.0% | -4.0% | -8.6% |
| 1Y | +4.1% | -4.4% | +8.4% | +4.8% |
| 3Y | -5.2% | +33.5% | -38.7% | -15.2% |
| 5Y | -28.2% | +35.7% | -64.0% | -36.4% |
| 10Y | +208.4% | +140.4% | +68.0% | +123.8% |
| All | +54,250.4% | +2,929.1% | +51,321.3% | +19,956.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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