+54,250.3%
DHR vs SYY
+4,446.6%
+49,803.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.8% | -2.8% | +1.9% | 0.0% |
| 30D | +0.2% | -5.3% | +5.5% | +1.8% |
| 3M | +12.1% | +5.1% | +7.0% | +10.3% |
| 6M | +5.4% | -5.0% | +10.4% | +6.3% |
| YTD | -10.0% | +10.7% | -20.7% | -13.6% |
| 1Y | +4.1% | +0.7% | +3.4% | +2.7% |
| 3Y | -5.2% | +24.0% | -29.2% | -12.6% |
| 5Y | -28.2% | +19.3% | -47.5% | -33.8% |
| 10Y | +208.4% | +96.4% | +112.0% | +121.2% |
| All | +54,250.3% | +4,446.6% | +49,803.8% | +14,734.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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