-28.0%
DHR vs QXO
-70.1%
+42.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -7.8% | +4.2% | -3.5% |
| 30D | -2.7% | -18.1% | +15.4% | -2.5% |
| 3M | +10.9% | -25.8% | +36.7% | +11.3% |
| 6M | +3.0% | -41.7% | +44.8% | +3.7% |
| YTD | -12.2% | -36.2% | +24.0% | -11.8% |
| 1Y | +3.3% | -42.1% | +45.4% | +3.9% |
| 3Y | -8.2% | -46.2% | +37.9% | -9.6% |
| All | -28.0% | -70.1% | +42.1% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 5y: compounded portfolio wealth divided by compounded QXO 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…
5y analysis · Full analysis span regression · 6 months rolling