+833.5%
DHR vs PSX
+1,159.1%
-325.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | -0.8% | +2.8% | -3.6% | -1.3% |
| 30D | +0.2% | +27.8% | -27.5% | -3.9% |
| 3M | +12.1% | +42.0% | -30.0% | +5.3% |
| 6M | +5.4% | +58.1% | -52.7% | -3.2% |
| YTD | -10.0% | +105.0% | -115.0% | -21.2% |
| 1Y | +4.1% | +104.9% | -100.8% | -9.1% |
| 3Y | -5.2% | +134.1% | -139.2% | -20.2% |
| 5Y | -28.2% | +363.8% | -392.1% | -47.2% |
| 10Y | +208.4% | +370.1% | -161.7% | +109.6% |
| All | +833.5% | +1,159.1% | -325.6% | +416.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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