+1,664.5%
DIS vs DHR
+64,627.0%
-62,962.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +4.4% | +2.6% | +1.8% | +3.5% |
| 30D | +10.3% | +7.4% | +2.9% | +7.4% |
| 3M | +15.5% | +13.0% | +2.6% | +10.3% |
| 6M | +11.2% | +38.5% | -27.3% | -2.2% |
| YTD | +5.6% | +3.8% | +1.8% | +2.7% |
| 1Y | +7.7% | +12.6% | -4.9% | +1.6% |
| 3Y | +39.3% | +22.0% | +17.3% | +24.6% |
| 5Y | -29.5% | -9.5% | -20.0% | -30.7% |
| 10Y | +36.3% | +249.4% | -213.1% | -19.9% |
| All | +1,664.5% | +64,627.0% | -62,962.6% | +127.2% |
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