+140.9%
NOK vs DHR
+3.6%
+137.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.8% |
| 7D | +11.0% | -3.6% | +14.6% | +10.5% |
| 30D | +7.8% | -2.7% | +10.6% | +7.6% |
| 3M | -21.0% | +10.9% | -31.9% | -21.1% |
| 6M | +40.9% | +3.0% | +37.8% | +43.6% |
| YTD | +72.0% | -12.2% | +84.2% | +78.6% |
| 1Y | +140.9% | +3.3% | +137.6% | +147.5% |
| All | +140.9% | +3.6% | +137.4% | +147.5% |
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 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