+384.8%
NVDA vs DHR
-6.9%
+391.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.8% |
| 7D | -4.3% | -5.0% | +0.7% | -3.2% |
| 30D | +0.5% | -3.3% | +3.8% | +1.3% |
| 3M | +9.1% | +9.4% | -0.4% | +5.7% |
| 6M | +18.5% | +3.2% | +15.3% | +16.6% |
| YTD | +17.4% | -12.0% | +29.4% | +21.2% |
| 1Y | +23.4% | +4.9% | +18.5% | +18.9% |
| All | +384.8% | -6.9% | +391.6% | +369.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling