+1,376.8%
STX vs DHR
-4.8%
+1,381.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -2.0% |
| 7D | +9.6% | -2.4% | +12.0% | +10.0% |
| 30D | +10.6% | -2.2% | +12.8% | +11.0% |
| 3M | +4.8% | +9.0% | -4.2% | +1.2% |
| 6M | +137.3% | +3.5% | +133.8% | +133.0% |
| YTD | +222.5% | -10.1% | +232.6% | +232.3% |
| 1Y | +366.2% | +6.2% | +360.0% | +346.7% |
| All | +1,376.8% | -4.8% | +1,381.7% | +1,401.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling