-10.0%
DHR vs PODD
-51.4%
+41.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.8% | -0.1% |
| 7D | +1.2% | +4.1% | -2.9% | +0.4% |
| 30D | +3.7% | +13.9% | -10.1% | +0.9% |
| 3M | +14.5% | +4.1% | +10.4% | +13.2% |
| 6M | +40.9% | +2.4% | +38.5% | +38.5% |
| YTD | +2.4% | -46.4% | +48.8% | +14.8% |
| 1Y | +6.1% | -54.2% | +60.3% | +22.7% |
| 3Y | +21.0% | -6.9% | +27.9% | +15.1% |
| All | -10.0% | -51.4% | +41.4% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 5y: compounded portfolio wealth divided by compounded PODD 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…
5y analysis · Full analysis span regression · 6 months rolling