+14.8%
IGV vs DHR
-11.3%
+26.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | +2.3% | +1.2% | +1.1% | +1.8% |
| 30D | -6.0% | +3.7% | -9.7% | -7.5% |
| 3M | -4.8% | +14.5% | -19.3% | -10.5% |
| 6M | +14.2% | +40.9% | -26.7% | -3.4% |
| YTD | -4.2% | +2.4% | -6.6% | -6.2% |
| 1Y | -5.3% | +6.1% | -11.4% | -9.0% |
| 3Y | +38.8% | +21.0% | +17.8% | +16.9% |
| All | +14.8% | -11.3% | +26.2% | +11.4% |
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