+1,872.1%
T vs DHR
+56,727.0%
-54,854.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.6% |
| 7D | -1.3% | -3.9% | +2.6% | -0.5% |
| 30D | +11.4% | +4.0% | +7.4% | +10.4% |
| 3M | +14.3% | +11.5% | +2.8% | +11.2% |
| 6M | -9.3% | +1.9% | -11.1% | -10.4% |
| YTD | +7.1% | -8.9% | +16.0% | +8.2% |
| 1Y | -9.1% | +5.1% | -14.2% | -11.3% |
| 3Y | +105.3% | -10.3% | +115.6% | +104.1% |
| 5Y | +66.8% | -27.8% | +94.6% | +71.2% |
| 10Y | +66.8% | +203.6% | -136.8% | +22.0% |
| All | +1,872.1% | +56,727.0% | -54,854.9% | +504.1% |
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