+54,250.3%
DHR vs SHEL
+2,525.5%
+51,724.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.7% |
| 7D | -0.8% | +1.9% | -2.8% | -1.2% |
| 30D | +0.2% | +8.7% | -8.4% | -1.5% |
| 3M | +12.1% | +11.0% | +1.1% | +9.4% |
| 6M | +5.4% | +14.6% | -9.1% | +2.0% |
| YTD | -10.0% | +33.3% | -43.3% | -15.7% |
| 1Y | +4.1% | +37.9% | -33.8% | -3.3% |
| 3Y | -5.2% | +69.7% | -74.9% | -16.0% |
| 5Y | -28.2% | +190.2% | -218.4% | -43.9% |
| 10Y | +208.4% | +197.0% | +11.4% | +127.6% |
| All | +54,250.3% | +2,525.5% | +51,724.8% | +30,994.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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