+67.1%
V vs DHR
-28.0%
+95.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | -1.1% | -0.8% | -0.3% | -0.8% |
| 30D | +1.9% | +0.2% | +1.7% | +1.7% |
| 3M | +15.5% | +12.1% | +3.5% | +11.0% |
| 6M | +16.6% | +5.4% | +11.2% | +13.9% |
| YTD | +5.7% | -10.0% | +15.7% | +8.3% |
| 1Y | +8.6% | +4.1% | +4.5% | +5.7% |
| 3Y | +52.5% | -5.2% | +57.7% | +48.0% |
| 5Y | +67.1% | -28.2% | +95.4% | +66.7% |
| All | +67.1% | -28.0% | +95.1% | +66.7% |
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