+875.7%
NVDA vs DHR
-29.9%
+905.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.2% |
| 7D | -4.3% | -5.0% | +0.7% | -1.8% |
| 30D | +0.5% | -3.3% | +3.8% | +2.1% |
| 3M | +9.1% | +9.4% | -0.4% | +1.9% |
| 6M | +18.5% | +3.2% | +15.3% | +13.8% |
| YTD | +17.4% | -12.0% | +29.4% | +23.5% |
| 1Y | +23.4% | +4.9% | +18.5% | +14.4% |
| 3Y | +380.6% | -7.4% | +387.9% | +349.6% |
| 5Y | +875.7% | -29.8% | +905.5% | +1,021.8% |
| All | +875.7% | -29.9% | +905.6% | +1,021.8% |
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