+938.5%
IGV vs DHR
+4,014.7%
-3,076.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | +2.3% | +1.2% | +1.1% | +1.7% |
| 30D | -6.0% | +3.7% | -9.7% | -7.7% |
| 3M | -4.8% | +14.5% | -19.3% | -11.4% |
| 6M | +14.2% | +40.9% | -26.7% | -5.6% |
| YTD | -4.2% | +2.4% | -6.6% | -7.4% |
| 1Y | -5.3% | +6.1% | -11.4% | -10.2% |
| 3Y | +38.8% | +21.0% | +17.8% | +18.3% |
| 5Y | +14.2% | -11.4% | +25.6% | +13.4% |
| 10Y | +357.6% | +241.8% | +115.7% | +127.3% |
| All | +938.5% | +4,014.7% | -3,076.2% | -25.3% |
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