+61,491.1%
DHR vs SPGI
+14,890.2%
+46,600.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.8% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | +4.2% | +14.3% | -10.1% | -1.0% |
| 3M | +13.0% | +14.5% | -1.5% | +7.0% |
| 6M | +40.2% | +17.3% | +22.9% | +31.2% |
| YTD | +2.0% | -4.6% | +6.6% | +2.4% |
| 1Y | +6.6% | +0.8% | +5.8% | +4.7% |
| 3Y | +19.9% | +28.8% | -8.8% | +7.0% |
| 5Y | -11.7% | +14.0% | -25.7% | -18.0% |
| 10Y | +240.6% | +332.5% | -91.9% | +93.8% |
| All | +61,491.1% | +14,890.2% | +46,600.9% | +10,170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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