+10,249.8%
STX vs DHR
+3,691.7%
+6,558.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.6% |
| 7D | +16.8% | +2.6% | +14.3% | +15.5% |
| 30D | -27.0% | +4.2% | -31.2% | -28.2% |
| 3M | -37.9% | +13.0% | -50.9% | -41.5% |
| 6M | -32.5% | +40.2% | -72.7% | -44.4% |
| YTD | +98.6% | +2.0% | +96.6% | +90.1% |
| 1Y | +93.6% | +6.6% | +87.0% | +81.0% |
| 3Y | +699.1% | +19.9% | +679.1% | +585.8% |
| 5Y | +481.0% | -11.7% | +492.8% | +472.1% |
| 10Y | +2,082.0% | +240.6% | +1,841.5% | +903.6% |
| All | +10,249.8% | +3,691.7% | +6,558.1% | +663.4% |
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