+13,507.3%
GOOGL vs DHR
+1,984.5%
+11,522.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.5% |
| 7D | -2.3% | -3.9% | +1.6% | -0.7% |
| 30D | -6.6% | +4.0% | -10.6% | -8.2% |
| 3M | -8.9% | +11.5% | -20.4% | -14.1% |
| 6M | +11.9% | +1.9% | +10.0% | +9.3% |
| YTD | +8.3% | -8.9% | +17.2% | +10.7% |
| 1Y | +46.2% | +5.1% | +41.1% | +39.5% |
| 3Y | +151.9% | -10.3% | +162.2% | +149.6% |
| 5Y | +137.7% | -27.8% | +165.5% | +155.8% |
| 10Y | +757.6% | +203.6% | +553.9% | +402.8% |
| All | +13,507.3% | +1,984.5% | +11,522.8% | +2,275.7% |
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 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