+6,761.4%
DHR vs PWR
+8,127.0%
-1,365.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.4% | -7.2% | +0.6% |
| 7D | +3.1% | -4.8% | +7.9% | +3.6% |
| 30D | +7.0% | -16.2% | +23.2% | +9.6% |
| 3M | +15.0% | -11.9% | +27.0% | +16.5% |
| 6M | +37.9% | -20.6% | +58.5% | +41.0% |
| YTD | +3.3% | +40.3% | -36.9% | -4.7% |
| 1Y | +12.8% | +33.0% | -20.2% | +4.9% |
| 3Y | +22.4% | +250.0% | -227.6% | -5.2% |
| 5Y | -9.1% | +404.2% | -413.2% | -34.4% |
| 10Y | +247.9% | +1,865.8% | -1,617.9% | +95.9% |
| All | +6,761.4% | +8,127.0% | -1,365.6% | +2,782.0% |
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 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