+41.9%
DHR vs PWR
-18.9%
+60.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.3% |
| 7D | +0.2% | +4.7% | -4.6% | 0.0% |
| 30D | +6.4% | -12.5% | +18.9% | +4.5% |
| 3M | +13.6% | -9.3% | +23.0% | +12.3% |
| 6M | +41.9% | -22.2% | +64.0% | +40.7% |
| All | +41.9% | -18.9% | +60.7% | +40.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling