+6,675.0%
DHR vs PWR
+8,331.2%
-1,656.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +2.6% | +19.1% | -16.5% | -0.4% |
| 30D | +4.2% | -12.0% | +16.2% | +5.9% |
| 3M | +13.0% | -10.6% | +23.6% | +14.2% |
| 6M | +40.2% | -20.8% | +61.0% | +43.4% |
| YTD | +2.0% | +43.7% | -41.7% | -6.3% |
| 1Y | +6.6% | +35.0% | -28.4% | -1.1% |
| 3Y | +19.9% | +249.4% | -229.5% | -7.1% |
| 5Y | -11.7% | +422.1% | -433.9% | -36.7% |
| 10Y | +240.6% | +1,868.4% | -1,627.9% | +91.6% |
| All | +6,675.0% | +8,331.2% | -1,656.2% | +2,733.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling