+103.2%
INTC vs DHR
-30.1%
+133.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +7.5% | -3.6% | +11.1% | +8.9% |
| 30D | +2.0% | -2.7% | +4.7% | +2.8% |
| 3M | -12.0% | +10.9% | -22.9% | -17.6% |
| 6M | +114.5% | +3.0% | +111.5% | +106.7% |
| YTD | +179.0% | -12.2% | +191.2% | +190.6% |
| 1Y | +318.3% | +3.3% | +315.0% | +299.0% |
| 3Y | +171.2% | -8.2% | +179.4% | +167.7% |
| All | +103.2% | -30.1% | +133.4% | +103.5% |
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