+449.2%
STX vs DHR
-10.0%
+459.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -17.3% | +2.6% | -19.9% | -17.8% |
| 30D | -35.9% | +7.4% | -43.4% | -37.2% |
| 3M | -37.3% | +13.0% | -50.3% | -39.8% |
| 6M | -35.8% | +38.5% | -74.3% | -44.5% |
| YTD | +82.7% | +3.8% | +79.0% | +79.2% |
| 1Y | +71.6% | +12.6% | +59.0% | +61.4% |
| 3Y | +635.3% | +22.0% | +613.3% | +541.4% |
| All | +449.2% | -10.0% | +459.2% | +436.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling