+34,289.6%
HD vs DHR
+64,355.6%
-30,066.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +2.1% |
| 7D | +3.6% | +3.1% | +0.5% | +2.3% |
| 30D | +21.6% | +7.0% | +14.6% | +18.2% |
| 3M | +0.1% | +15.0% | -14.9% | -5.8% |
| 6M | +13.0% | +37.9% | -24.9% | -1.7% |
| YTD | +4.9% | +3.3% | +1.6% | +2.1% |
| 1Y | -2.1% | +12.8% | -14.9% | -8.1% |
| 3Y | +32.6% | +22.4% | +10.2% | +17.3% |
| 5Y | +8.2% | -9.1% | +17.3% | +6.1% |
| 10Y | +257.9% | +247.9% | +10.0% | +104.2% |
| All | +34,289.6% | +64,355.6% | -30,066.0% | +3,153.8% |
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