+1,703.9%
DHR vs QLD
+7,369.0%
-5,665.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +0.8% |
| 7D | -0.9% | -10.3% | +9.4% | +2.8% |
| 30D | +5.4% | -26.1% | +31.4% | +16.8% |
| 3M | +15.3% | -17.8% | +33.1% | +22.8% |
| 6M | +32.1% | -15.6% | +47.7% | +36.4% |
| YTD | +1.2% | +5.4% | -4.2% | -4.4% |
| 1Y | +10.1% | +5.2% | +4.9% | +3.7% |
| 3Y | +19.9% | +139.4% | -119.6% | -21.5% |
| 5Y | -8.8% | +66.7% | -75.5% | -36.4% |
| 10Y | +255.3% | +1,422.1% | -1,166.8% | -11.9% |
| All | +1,703.9% | +7,369.0% | -5,665.1% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling