+54,893.9%
DHR vs SO
+5,976.4%
+48,917.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -3.9% | -0.2% | -3.7% | -3.8% |
| 30D | +4.0% | -4.6% | +8.6% | +5.4% |
| 3M | +11.5% | -3.0% | +14.5% | +12.5% |
| 6M | +1.9% | -8.3% | +10.1% | +4.3% |
| YTD | -8.9% | +3.5% | -12.4% | -10.2% |
| 1Y | +5.1% | -0.9% | +6.0% | +4.9% |
| 3Y | -10.3% | +45.4% | -55.6% | -21.1% |
| 5Y | -27.8% | +59.6% | -87.4% | -38.4% |
| 10Y | +203.6% | +156.6% | +47.0% | +121.9% |
| All | +54,893.9% | +5,976.4% | +48,917.5% | +22,681.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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