+61,719.2%
DHR vs TECH
+101,682.4%
-39,963.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +3.7% | +0.5% | +3.2% | +3.6% |
| 3M | +14.5% | +1.1% | +13.4% | +14.3% |
| 6M | +40.9% | +62.8% | -21.9% | +27.8% |
| YTD | +2.4% | +24.5% | -22.1% | -2.9% |
| 1Y | +6.1% | +20.6% | -14.5% | +1.2% |
| 3Y | +21.0% | +29.5% | -8.5% | +13.0% |
| 5Y | -11.4% | -40.9% | +29.5% | -5.9% |
| 10Y | +241.8% | +189.5% | +52.3% | +185.3% |
| All | +61,719.2% | +101,682.4% | -39,963.1% | +31,014.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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