+62,326.8%
DHR vs SO
+6,371.5%
+55,955.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.2% | +0.8% | -0.6% | -0.1% |
| 30D | +6.4% | +7.8% | -1.4% | +3.9% |
| 3M | +13.6% | +2.9% | +10.7% | +12.4% |
| 6M | +41.9% | +2.5% | +39.4% | +40.5% |
| YTD | +3.4% | +10.3% | -6.9% | -0.2% |
| 1Y | +9.9% | +6.4% | +3.5% | +7.2% |
| 3Y | +21.6% | +52.8% | -31.2% | +5.2% |
| 5Y | -10.6% | +78.7% | -89.3% | -26.3% |
| 10Y | +245.2% | +196.3% | +48.9% | +141.9% |
| All | +62,326.8% | +6,371.5% | +55,955.3% | +25,230.7% |
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