+12.9%
TQQQ vs DHR
+11.6%
+1.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +2.5% |
| 7D | -14.0% | +0.4% | -14.4% | -14.0% |
| 30D | -25.1% | +6.2% | -31.3% | -25.5% |
| 3M | -16.7% | +20.8% | -37.5% | -17.8% |
| 6M | -3.7% | +35.5% | -39.2% | -10.8% |
| YTD | +18.8% | +3.2% | +15.5% | +26.8% |
| 1Y | +12.9% | +10.7% | +2.2% | +21.5% |
| All | +12.9% | +11.6% | +1.3% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling