+3,341.8%
V vs DHR
+1,434.8%
+1,907.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.1% |
| 7D | +0.9% | +1.2% | -0.3% | +0.4% |
| 30D | +9.0% | +3.7% | +5.3% | +7.2% |
| 3M | +16.7% | +14.5% | +2.2% | +9.9% |
| 6M | +33.4% | +40.9% | -7.5% | +14.2% |
| YTD | +22.4% | +2.4% | +20.0% | +19.1% |
| 1Y | +27.7% | +6.1% | +21.6% | +22.3% |
| 3Y | +78.0% | +21.0% | +57.0% | +55.3% |
| 5Y | +108.5% | -11.4% | +119.9% | +104.0% |
| 10Y | +459.0% | +241.8% | +217.2% | +196.1% |
| All | +3,341.8% | +1,434.8% | +1,907.0% | +551.8% |
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