+57.4%
INTC vs DHR
+11.6%
+45.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -3.6% |
| 7D | -39.0% | +0.4% | -39.4% | -39.0% |
| 30D | -49.8% | +6.2% | -56.1% | -49.4% |
| 3M | -42.2% | +20.8% | -63.1% | -40.3% |
| 6M | -39.2% | +35.5% | -74.7% | -39.0% |
| YTD | +57.9% | +3.2% | +54.7% | +76.4% |
| 1Y | +57.4% | +10.7% | +46.7% | +81.2% |
| All | +57.4% | +11.6% | +45.8% | +81.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling