+196.2%
ON vs DHR
+3,418.7%
-3,222.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -3.7% |
| 7D | -2.2% | -0.8% | -1.3% | -1.6% |
| 30D | -12.4% | +0.2% | -12.7% | -13.0% |
| 3M | -41.2% | +12.1% | -53.3% | -47.2% |
| 6M | +25.0% | +5.4% | +19.6% | +15.7% |
| YTD | +31.3% | -10.0% | +41.2% | +35.1% |
| 1Y | +45.4% | +4.1% | +41.3% | +34.1% |
| 3Y | -27.4% | -5.2% | -22.2% | -29.8% |
| 5Y | +58.5% | -28.2% | +86.7% | +84.3% |
| 10Y | +561.8% | +208.4% | +353.4% | +196.7% |
| All | +196.2% | +3,418.7% | -3,222.6% | -85.0% |
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 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