+54,893.9%
DHR vs THC
+508.9%
+54,385.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | +4.0% | +1.3% | +2.7% | +3.8% |
| 3M | +11.5% | +64.2% | -52.8% | +4.9% |
| 6M | +1.9% | +8.3% | -6.4% | +0.4% |
| YTD | -8.9% | +33.4% | -42.3% | -12.7% |
| 1Y | +5.1% | +37.7% | -32.6% | +0.2% |
| 3Y | -10.3% | +236.8% | -247.1% | -24.0% |
| 5Y | -27.8% | +249.3% | -277.1% | -40.4% |
| 10Y | +203.6% | +995.2% | -791.6% | +98.2% |
| All | +54,893.9% | +508.9% | +54,385.0% | +27,711.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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