+1,785.1%
DHR vs QID
-100.0%
+1,885.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +1.3% |
| 7D | +1.2% | -7.1% | +8.4% | -1.3% |
| 30D | +3.7% | +12.6% | -8.9% | +9.1% |
| 3M | +14.5% | +14.2% | +0.2% | +21.4% |
| 6M | +40.9% | +6.2% | +34.7% | +46.1% |
| YTD | +2.4% | -21.8% | +24.2% | -4.2% |
| 1Y | +6.1% | -23.1% | +29.3% | -1.2% |
| 3Y | +21.0% | -71.3% | +92.3% | -16.1% |
| 5Y | -11.4% | -77.0% | +65.6% | -35.1% |
| 10Y | +241.8% | -99.0% | +340.9% | -9.9% |
| All | +1,785.1% | -100.0% | +1,885.0% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling