-11.7%
DHR vs PYPL
-71.0%
+59.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.6% | -0.9% |
| 7D | +2.6% | -1.1% | +3.7% | +2.8% |
| 30D | +4.2% | +3.8% | +0.4% | +3.2% |
| 3M | +13.0% | -1.3% | +14.3% | +12.9% |
| 6M | +40.2% | +29.0% | +11.1% | +30.8% |
| YTD | +2.0% | +0.7% | +1.3% | +0.1% |
| 1Y | +6.6% | -12.3% | +18.9% | +8.0% |
| 3Y | +19.9% | +7.6% | +12.3% | +11.5% |
| 5Y | -11.7% | -71.7% | +60.0% | -8.0% |
| All | -11.7% | -71.0% | +59.3% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PYPL.
Daily Out/Under-Performance
Portfolio return minus PYPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PYPL 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 PYPL 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