+31,139.8%
HD vs DHR
+56,727.1%
-25,587.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.6% |
| 7D | -2.1% | -3.9% | +1.8% | -0.5% |
| 30D | -8.4% | +4.0% | -12.4% | -10.0% |
| 3M | +4.3% | +11.5% | -7.1% | -0.8% |
| 6M | -11.1% | +1.9% | -13.0% | -12.6% |
| YTD | -4.7% | -8.9% | +4.2% | -2.2% |
| 1Y | -19.8% | +5.1% | -24.9% | -22.8% |
| 3Y | +4.1% | -10.3% | +14.4% | +4.5% |
| 5Y | +10.3% | -27.8% | +38.1% | +18.8% |
| 10Y | +203.2% | +203.6% | -0.5% | +83.2% |
| All | +31,139.8% | +56,727.1% | -25,587.3% | +3,018.2% |
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