+27.8%
INTC vs DHR
-11.3%
+39.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.7% |
| 7D | +6.0% | +1.2% | +4.8% | +5.5% |
| 30D | -39.2% | +3.7% | -42.9% | -39.7% |
| 3M | -42.9% | +14.5% | -57.4% | -45.7% |
| 6M | -50.4% | +40.9% | -91.3% | -57.9% |
| YTD | +61.7% | +2.4% | +59.3% | +59.6% |
| 1Y | +66.1% | +6.1% | +60.0% | +61.0% |
| 3Y | +58.1% | +21.0% | +37.1% | +39.1% |
| All | +27.8% | -11.3% | +39.2% | +23.4% |
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