+8,434.7%
SHOP vs DHR
+489.3%
+7,945.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.3% |
| 7D | -5.1% | -3.9% | -1.2% | -3.0% |
| 30D | +0.6% | +4.0% | -3.4% | -1.6% |
| 3M | +25.0% | +11.5% | +13.5% | +17.2% |
| 6M | +11.9% | +1.9% | +10.1% | +10.0% |
| YTD | -9.9% | -8.9% | -1.0% | -6.2% |
| 1Y | 0.0% | +5.1% | -5.1% | -4.3% |
| 3Y | +117.5% | -10.3% | +127.8% | +121.9% |
| 5Y | -6.6% | -27.8% | +21.1% | +6.3% |
| 10Y | +3,320.3% | +203.6% | +3,116.7% | +2,547.5% |
| All | +8,434.7% | +489.3% | +7,945.4% | +5,594.6% |
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