+1,671.0%
DIS vs DHR
+64,407.7%
-62,736.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +10.3% | +6.4% | +3.9% | +7.8% |
| 3M | +15.6% | +13.6% | +1.9% | +10.1% |
| 6M | +15.1% | +41.9% | -26.7% | +0.3% |
| YTD | +6.0% | +3.4% | +2.6% | +3.2% |
| 1Y | +5.7% | +9.9% | -4.2% | +0.6% |
| 3Y | +39.8% | +21.6% | +18.2% | +25.2% |
| 5Y | -23.9% | -10.6% | -13.3% | -24.8% |
| 10Y | +32.9% | +245.2% | -212.2% | -21.6% |
| All | +1,671.0% | +64,407.7% | -62,736.7% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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