+1,369.5%
DHR vs PODD
+767.5%
+602.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.2% |
| 7D | -3.9% | +1.6% | -5.5% | -4.2% |
| 30D | +4.0% | +10.7% | -6.7% | +2.1% |
| 3M | +11.5% | +0.7% | +10.8% | +10.6% |
| 6M | +1.9% | -39.3% | +41.1% | +9.6% |
| YTD | -8.9% | -48.1% | +39.2% | +0.6% |
| 1Y | +5.1% | -57.4% | +62.5% | +19.6% |
| 3Y | -10.3% | -23.3% | +13.0% | -9.9% |
| 5Y | -27.8% | -51.3% | +23.5% | -23.5% |
| 10Y | +203.6% | +242.0% | -38.4% | +128.6% |
| All | +1,369.5% | +767.5% | +602.0% | +692.7% |
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 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