+1,499.7%
DHR vs TDG
+12,853.5%
-11,353.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -5.0% | -2.7% | -2.3% | -4.2% |
| 30D | -3.3% | -9.3% | +5.9% | -0.4% |
| 3M | +9.4% | -7.1% | +16.5% | +11.7% |
| 6M | +3.2% | -11.2% | +14.3% | +6.7% |
| YTD | -12.0% | -15.3% | +3.2% | -7.8% |
| 1Y | +4.9% | -12.5% | +17.4% | +8.7% |
| 3Y | -7.4% | +51.2% | -58.6% | -20.3% |
| 5Y | -29.8% | +126.1% | -155.9% | -47.6% |
| 10Y | +209.1% | +536.2% | -327.2% | +43.8% |
| All | +1,499.7% | +12,853.5% | -11,353.7% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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