+1,524.0%
DHR vs QLD
+9,036.4%
-7,512.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | +4.0% | -0.1% | +4.1% | +4.0% |
| 3M | +11.5% | -8.4% | +19.9% | +12.9% |
| 6M | +1.9% | +32.2% | -30.3% | -10.5% |
| YTD | -8.9% | +28.9% | -37.8% | -19.4% |
| 1Y | +5.1% | +43.8% | -38.7% | -11.4% |
| 3Y | -10.3% | +176.6% | -186.9% | -44.0% |
| 5Y | -27.8% | +121.6% | -149.4% | -54.5% |
| 10Y | +203.6% | +1,652.9% | -1,449.3% | -27.8% |
| All | +1,524.0% | +9,036.4% | -7,512.4% | +50.4% |
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