+2,771.1%
NOW vs DHR
+911.5%
+1,859.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.2% |
| 7D | -2.4% | -3.9% | +1.5% | -0.5% |
| 30D | +20.5% | +4.0% | +16.5% | +18.4% |
| 3M | +18.3% | +11.5% | +6.9% | +11.5% |
| 6M | +24.1% | +1.9% | +22.2% | +21.8% |
| YTD | -7.8% | -8.9% | +1.1% | -4.6% |
| 1Y | -21.4% | +5.1% | -26.5% | -24.8% |
| 3Y | +19.5% | -10.3% | +29.8% | +20.4% |
| 5Y | +4.1% | -27.8% | +31.9% | +16.2% |
| 10Y | +826.4% | +203.6% | +622.8% | +539.2% |
| All | +2,771.1% | +911.5% | +1,859.6% | +957.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling