+1,551.9%
DHR vs PODD
+796.9%
+755.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.8% | 0.0% |
| 7D | +1.2% | +4.1% | -2.9% | +0.5% |
| 30D | +3.7% | +13.9% | -10.1% | +1.3% |
| 3M | +14.5% | +4.1% | +10.4% | +13.4% |
| 6M | +40.9% | +2.4% | +38.5% | +39.0% |
| YTD | +2.4% | -46.4% | +48.8% | +12.3% |
| 1Y | +6.1% | -54.2% | +60.3% | +19.3% |
| 3Y | +21.0% | -6.9% | +27.9% | +18.0% |
| 5Y | -11.4% | -51.6% | +40.2% | -6.1% |
| 10Y | +241.8% | +329.3% | -87.5% | +149.1% |
| All | +1,551.9% | +796.9% | +755.0% | +784.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling