+32.9%
XLK vs DHR
+1.6%
+31.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.6% |
| 7D | -0.4% | -5.0% | +4.6% | -0.8% |
| 30D | -0.5% | -3.3% | +2.9% | -0.6% |
| 3M | +5.0% | +9.4% | -4.4% | +5.0% |
| 6M | +32.9% | +3.2% | +29.7% | +36.1% |
| All | +32.9% | +1.6% | +31.2% | +36.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling