+5.1%
DHR vs QID
-38.2%
+43.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.9% | -0.6% | -3.3% | -3.9% |
| 30D | +4.0% | 0.0% | +4.0% | +4.0% |
| 3M | +11.5% | +3.7% | +7.8% | +12.8% |
| 6M | +1.9% | -29.9% | +31.7% | -4.5% |
| YTD | -8.9% | -28.8% | +19.9% | -14.2% |
| 1Y | +5.1% | -37.2% | +42.3% | -5.4% |
| All | +5.1% | -38.2% | +43.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling