-38.7%
NOW vs DHR
+11.6%
-50.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.9% |
| 7D | -27.5% | +0.4% | -27.9% | -27.7% |
| 30D | -20.0% | +6.2% | -26.2% | -21.7% |
| 3M | -7.9% | +20.8% | -28.7% | -13.8% |
| 6M | +18.3% | +35.5% | -17.2% | +5.9% |
| YTD | -29.0% | +3.2% | -32.2% | -32.4% |
| 1Y | -38.7% | +10.7% | -49.4% | -42.3% |
| All | -38.7% | +11.6% | -50.3% | -42.3% |
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 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