-28.2%
DHR vs PWR
+458.8%
-487.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.6% |
| 7D | -0.8% | +4.5% | -5.3% | -1.6% |
| 30D | +0.2% | -4.9% | +5.1% | +1.0% |
| 3M | +12.1% | -7.9% | +19.9% | +12.9% |
| 6M | +5.4% | +18.3% | -12.9% | -0.7% |
| YTD | -10.0% | +51.5% | -61.5% | -20.5% |
| 1Y | +4.1% | +70.3% | -66.2% | -11.3% |
| 3Y | -5.2% | +210.6% | -215.8% | -35.1% |
| 5Y | -28.2% | +456.7% | -484.9% | -61.2% |
| All | -28.2% | +458.8% | -487.1% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling