+249.4%
DHR vs QLD
+1,387.1%
-1,137.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | +2.6% | -3.8% | +6.4% | +3.6% |
| 30D | +7.4% | -20.5% | +28.0% | +14.7% |
| 3M | +13.0% | -14.6% | +27.6% | +17.8% |
| 6M | +38.5% | -14.7% | +53.1% | +42.0% |
| YTD | +3.8% | +11.2% | -7.4% | -3.0% |
| 1Y | +12.6% | +7.1% | +5.5% | +6.3% |
| 3Y | +22.0% | +141.1% | -119.1% | -16.1% |
| 5Y | -9.5% | +84.3% | -93.8% | -36.5% |
| 10Y | +249.4% | +1,450.1% | -1,200.7% | +9.0% |
| All | +249.4% | +1,387.1% | -1,137.8% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling