+140.1%
GOOGL vs DHR
-30.1%
+170.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | 0.0% | -3.6% | +3.6% | +1.3% |
| 30D | -1.4% | -2.7% | +1.3% | -0.6% |
| 3M | -5.3% | +10.9% | -16.3% | -9.9% |
| 6M | +9.8% | +3.0% | +6.8% | +7.3% |
| YTD | +8.4% | -12.2% | +20.6% | +12.5% |
| 1Y | +41.2% | +3.3% | +37.9% | +36.2% |
| 3Y | +149.6% | -8.2% | +157.8% | +142.2% |
| All | +140.1% | -30.1% | +170.2% | +156.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling