+2,824.6%
DHR vs VALE
+2,275.1%
+549.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.9% | +1.6% | -5.5% | -4.2% |
| 30D | +4.0% | +5.1% | -1.1% | +2.9% |
| 3M | +11.5% | -0.4% | +11.9% | +11.3% |
| 6M | +1.9% | -2.2% | +4.1% | +1.7% |
| YTD | -8.9% | +20.5% | -29.4% | -13.1% |
| 1Y | +5.1% | +61.2% | -56.1% | -5.7% |
| 3Y | -10.3% | +43.1% | -53.4% | -18.5% |
| 5Y | -27.8% | +34.0% | -61.8% | -35.7% |
| 10Y | +203.6% | +469.7% | -266.0% | +80.7% |
| All | +2,824.6% | +2,275.1% | +549.5% | +873.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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