+54.8%
ON vs DHR
+5.2%
+49.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.0% |
| 7D | +2.4% | -3.9% | +6.3% | +2.4% |
| 30D | -3.3% | +4.0% | -7.3% | -3.2% |
| 3M | -43.6% | +11.5% | -55.1% | -44.3% |
| 6M | +19.0% | +1.9% | +17.1% | +21.6% |
| YTD | +37.4% | -8.9% | +46.3% | +45.1% |
| 1Y | +54.8% | +5.1% | +49.7% | +60.0% |
| All | +54.8% | +5.2% | +49.6% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling