+207.2%
ON vs DHR
+3,887.5%
-3,680.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +1.0% |
| 7D | +17.0% | +2.6% | +14.4% | +15.2% |
| 30D | -3.9% | +4.2% | -8.0% | -6.3% |
| 3M | -11.5% | +13.0% | -24.5% | -18.9% |
| 6M | -29.2% | +40.2% | -69.4% | -45.6% |
| YTD | +36.2% | +2.0% | +34.1% | +28.7% |
| 1Y | +49.6% | +6.6% | +43.0% | +37.2% |
| 3Y | +9.4% | +19.9% | -10.5% | -9.6% |
| 5Y | +25.8% | -11.7% | +37.6% | +27.8% |
| 10Y | +557.1% | +240.6% | +316.6% | +175.3% |
| All | +207.2% | +3,887.5% | -3,680.3% | -85.7% |
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