+10.7%
DHR vs SLB
+45.4%
-34.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.2% |
| 7D | +0.4% | -4.1% | +4.4% | +0.7% |
| 30D | +6.2% | +2.5% | +3.7% | +6.0% |
| 3M | +20.8% | +2.0% | +18.8% | +20.7% |
| 6M | +35.5% | -6.3% | +41.9% | +37.3% |
| YTD | +3.2% | +36.5% | -33.3% | -4.1% |
| 1Y | +10.7% | +46.2% | -35.6% | +2.3% |
| All | +10.7% | +45.4% | -34.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 1y: compounded portfolio wealth divided by compounded SLB 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…
1y analysis · Full analysis span regression · 6 months rolling