+52,902.4%
DHR vs SU
+61,601.3%
-8,698.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -3.6% | +2.2% | -5.8% | -3.6% |
| 30D | -2.7% | +8.4% | -11.2% | -2.8% |
| 3M | +10.9% | +12.1% | -1.2% | +10.9% |
| 6M | +3.0% | +19.7% | -16.6% | +3.0% |
| YTD | -12.2% | +58.4% | -70.6% | -12.2% |
| 1Y | +3.3% | +67.2% | -63.9% | +3.3% |
| 3Y | -8.2% | +125.0% | -133.2% | -8.3% |
| 5Y | -29.9% | +355.1% | -385.0% | -30.0% |
| 10Y | +208.5% | +263.7% | -55.2% | +207.9% |
| All | +52,902.4% | +61,601.3% | -8,698.9% | +53,610.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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