+84.2%
DHR vs PINS
-19.8%
+104.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | -3.6% | -6.6% | +3.0% | -2.7% |
| 30D | -2.7% | -16.8% | +14.1% | -0.2% |
| 3M | +10.9% | -11.4% | +22.3% | +12.3% |
| 6M | +3.0% | -1.7% | +4.7% | +2.4% |
| YTD | -12.2% | -26.4% | +14.2% | -9.4% |
| 1Y | +3.3% | -45.5% | +48.8% | +10.8% |
| 3Y | -8.2% | -31.7% | +23.5% | -7.8% |
| 5Y | -29.9% | -64.9% | +35.0% | -26.4% |
| All | +84.2% | -19.8% | +104.0% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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