+2.6%
NOW vs DHR
-28.0%
+30.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.3% |
| 7D | -6.1% | -0.8% | -5.3% | -5.6% |
| 30D | +7.5% | +0.2% | +7.2% | +7.4% |
| 3M | +17.5% | +12.1% | +5.5% | +8.9% |
| 6M | +7.9% | +5.4% | +2.5% | +3.6% |
| YTD | -12.4% | -10.0% | -2.4% | -7.9% |
| 1Y | -28.6% | +4.1% | -32.6% | -32.2% |
| 3Y | +11.8% | -5.2% | +17.0% | +6.5% |
| 5Y | +2.6% | -28.2% | +30.9% | +24.2% |
| All | +2.6% | -28.0% | +30.6% | +24.2% |
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 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