+3.6%
GOOG vs DHR
+11.6%
-8.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.2% | +3.0% |
| 7D | -10.7% | +0.4% | -11.1% | -10.8% |
| 30D | -16.4% | +6.2% | -22.6% | -17.0% |
| 3M | -23.4% | +20.8% | -44.2% | -24.9% |
| 6M | -24.2% | +35.5% | -59.7% | -27.8% |
| YTD | -8.3% | +3.2% | -11.5% | -7.0% |
| 1Y | +3.6% | +10.7% | -7.1% | +4.7% |
| All | +3.6% | +11.6% | -8.0% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling