+1,049.4%
DHR vs PSLV
+108.9%
+940.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -1.6% |
| 7D | -5.0% | -4.9% | -0.1% | -4.5% |
| 30D | -3.3% | -1.9% | -1.5% | -3.1% |
| 3M | +9.4% | +4.2% | +5.2% | +8.7% |
| 6M | +3.2% | -27.6% | +30.7% | +6.2% |
| YTD | -12.0% | -11.7% | -0.4% | -12.9% |
| 1Y | +4.9% | +49.3% | -44.4% | -3.2% |
| 3Y | -7.4% | +167.1% | -174.5% | -21.3% |
| 5Y | -29.8% | +151.7% | -181.4% | -40.4% |
| 10Y | +209.1% | +187.0% | +22.1% | +152.9% |
| All | +1,049.4% | +108.9% | +940.5% | +793.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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