+1,988.6%
NOW vs DHR
+1,047.3%
+941.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | -0.2% |
| 7D | -3.1% | +3.1% | -6.2% | -4.4% |
| 30D | -27.0% | +7.0% | -34.0% | -29.5% |
| 3M | -17.7% | +15.0% | -32.7% | -23.4% |
| 6M | +12.7% | +37.9% | -25.2% | -4.7% |
| YTD | -32.9% | +3.3% | -36.2% | -35.0% |
| 1Y | -40.4% | +12.8% | -53.2% | -44.8% |
| 3Y | -17.1% | +22.4% | -39.5% | -28.5% |
| 5Y | -25.7% | -9.1% | -16.6% | -25.5% |
| 10Y | +504.6% | +247.9% | +256.7% | +290.2% |
| All | +1,988.6% | +1,047.3% | +941.3% | +620.9% |
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