+203.8%
DHR vs PNC
+279.5%
-75.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -3.6% | -0.6% | -3.1% | -3.5% |
| 30D | -2.7% | -4.4% | +1.6% | -1.4% |
| 3M | +10.9% | +5.2% | +5.7% | +8.9% |
| 6M | +3.0% | +20.6% | -17.6% | -3.2% |
| YTD | -12.2% | +19.8% | -32.0% | -17.6% |
| 1Y | +3.3% | +24.4% | -21.1% | -4.4% |
| 3Y | -8.2% | +131.2% | -139.5% | -30.6% |
| 5Y | -29.9% | +53.1% | -83.0% | -41.1% |
| All | +203.8% | +279.5% | -75.7% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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