+8,552.4%
SHOP vs DHR
+562.5%
+7,989.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -1.2% | +1.2% | -2.4% | -1.9% |
| 30D | -14.7% | +3.7% | -18.4% | -16.3% |
| 3M | -7.2% | +14.5% | -21.7% | -13.7% |
| 6M | +54.2% | +40.9% | +13.3% | +27.6% |
| YTD | -8.6% | +2.4% | -11.0% | -10.6% |
| 1Y | +0.5% | +6.1% | -5.6% | -3.5% |
| 3Y | +135.9% | +21.0% | +114.9% | +105.3% |
| 5Y | -11.9% | -11.4% | -0.5% | -8.7% |
| 10Y | +3,608.8% | +241.8% | +3,367.0% | +2,599.2% |
| All | +8,552.4% | +562.5% | +7,989.9% | +5,326.8% |
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 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