+245.2%
DHR vs PWR
+1,887.5%
-1,642.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -1.2% |
| 7D | +0.2% | +4.7% | -4.6% | -1.0% |
| 30D | +6.4% | -12.5% | +18.9% | +8.7% |
| 3M | +13.6% | -9.3% | +23.0% | +14.7% |
| 6M | +41.9% | -22.2% | +64.0% | +47.1% |
| YTD | +3.4% | +44.2% | -40.7% | -9.2% |
| 1Y | +9.9% | +35.5% | -25.7% | -2.2% |
| 3Y | +21.6% | +250.4% | -228.9% | -19.8% |
| 5Y | -10.6% | +425.6% | -436.2% | -48.5% |
| 10Y | +245.2% | +1,874.2% | -1,629.1% | +29.0% |
| All | +245.2% | +1,887.5% | -1,642.3% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling