+14,546.7%
NVDA vs DHR
+209.4%
+14,337.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -5.1% | -3.6% | -1.5% | -2.7% |
| 30D | -2.5% | -2.7% | +0.3% | -0.9% |
| 3M | +6.7% | +10.9% | -4.3% | -3.4% |
| 6M | +17.6% | +3.0% | +14.6% | +11.2% |
| YTD | +17.3% | -12.2% | +29.5% | +24.2% |
| 1Y | +23.5% | +3.3% | +20.2% | +13.2% |
| 3Y | +384.6% | -8.2% | +392.8% | +351.9% |
| 5Y | +875.4% | -29.9% | +905.3% | +1,057.0% |
| All | +14,546.7% | +209.4% | +14,337.3% | +4,596.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling