+432.9%
SNXX vs DHR
-10.9%
+443.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.6% | +25.0% | +22.2% |
| 7D | +34.9% | -3.9% | +38.8% | +31.4% |
| 30D | +52.5% | +4.0% | +48.5% | +58.0% |
| 3M | -41.3% | +11.5% | -52.8% | -39.5% |
| 6M | +293.8% | +1.9% | +291.9% | +319.7% |
| All | +432.9% | -10.9% | +443.8% | +393.6% |
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 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