+16,011.1%
STX vs DHR
+3,285.6%
+12,725.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +7.9% | +7.1% |
| 7D | +2.4% | -3.9% | +6.2% | +4.2% |
| 30D | +1.4% | +4.0% | -2.6% | -1.0% |
| 3M | -8.2% | +11.5% | -19.7% | -15.4% |
| 6M | +127.0% | +1.9% | +125.2% | +117.5% |
| YTD | +209.1% | -8.9% | +218.1% | +211.7% |
| 1Y | +365.4% | +5.1% | +360.3% | +334.4% |
| 3Y | +1,135.4% | -10.3% | +1,145.7% | +1,117.7% |
| 5Y | +991.5% | -27.8% | +1,019.3% | +1,079.7% |
| 10Y | +3,695.8% | +203.6% | +3,492.2% | +1,740.0% |
| All | +16,011.1% | +3,285.6% | +12,725.5% | +1,151.8% |
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