Moving Average (50/200)
DHR
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-08
Trading Style:
Methodology:
DHR Quality Metrics & KPI Summary
| Metric | Strategy | Buy & Hold | Description |
|---|---|---|---|
| CAGR | 8.40% | 19.10% | Compound Annual Growth Rate. Measures the mean annual growth rate of an investment over a specified period of time longer than one year. |
| Sharpe Ratio | 0.34 | 0.51 | A measure of risk-adjusted return. Higher indicates better return per unit of volatility. |
| Max Drawdown | -68.63% | -65.31% | The maximum loss from a peak to a trough of a portfolio, before a new peak is attained. |
| % Time Invested | 68.0% | 100.0% | The percentage of total simulation time where the strategy held a long position in the asset. |
| Trades / Year | 1.7 | 0.0 | The average number of trade executions per calendar year. Low turnover reduces slippage and tax drag. |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-12 | 2026-03-31 | COMPLETED | 100% | $192.76 | $186.77 | -3.11% | Signal |
| 2026-02-18 | 2026-03-12 | INTEREST | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-10-29 | 2026-02-18 | COMPLETED | 100% | $214.71 | $205.41 | -4.33% | Stop |
| 2024-11-15 | 2025-10-29 | INTEREST | 100% | $1.00 | $1.04 | 4.07% | Interest Income |
| 2024-01-10 | 2024-11-15 | COMPLETED | 100% | $227.65 | $233.90 | 2.75% | Stop |
| 2023-10-26 | 2024-01-10 | INTEREST | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2023-09-08 | 2023-10-26 | COMPLETED | 100% | $222.16 | $188.14 | -15.31% | Stop |
| 2023-02-23 | 2023-09-08 | INTEREST | 100% | $1.00 | $1.02 | 2.02% | Interest Income |
| 2023-01-23 | 2023-02-23 | COMPLETED | 100% | $238.72 | $219.77 | -7.94% | Signal |
| 2022-10-14 | 2023-01-23 | INTEREST | 100% | $1.00 | $1.01 | 0.99% | Interest Income |
| 2022-09-15 | 2022-10-14 | COMPLETED | 100% | $250.92 | $225.41 | -10.17% | Stop |
| 2022-02-25 | 2022-09-15 | INTEREST | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2022-02-15 | 2022-02-25 | COMPLETED | 100% | $238.76 | $234.97 | -1.59% | Signal |
| 2022-01-24 | 2022-02-15 | INTEREST | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-05-26 | 2022-01-24 | COMPLETED | 100% | $140.00 | $240.23 | 71.59% | Stop |
| 2020-05-01 | 2020-05-26 | INTEREST | 100% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-24 | 2020-05-01 | COMPLETED | 100% | $108.38 | $140.12 | 29.29% | Signal |
| 2020-03-02 | 2020-03-24 | INTEREST | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-29 | 2020-03-02 | COMPLETED | 100% | $91.08 | $125.24 | 37.50% | Stop |
| 2019-01-04 | 2019-01-29 | INTEREST | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-10-06 | 2019-01-04 | COMPLETED | 100% | $74.03 | $84.57 | 14.24% | Signal |
| 2017-09-01 | 2017-10-06 | INTEREST | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2016-04-11 | 2017-09-01 | COMPLETED | 100% | $38.29 | $70.83 | 84.97% | Signal |
| 2016-02-23 | 2016-04-11 | INTEREST | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2016-02-19 | 2016-02-23 | COMPLETED | 100% | $35.50 | $35.81 | 0.88% | Signal |
| 2016-01-27 | 2016-02-19 | INTEREST | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2014-10-24 | 2016-01-27 | COMPLETED | 100% | $31.47 | $34.72 | 10.34% | Stop |
| 2014-09-26 | 2014-10-24 | INTEREST | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2012-02-07 | 2014-09-26 | COMPLETED | 100% | $21.21 | $30.81 | 45.30% | Signal |
| 2011-08-03 | 2012-02-07 | INTEREST | 100% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2010-10-06 | 2011-08-03 | COMPLETED | 100% | $16.40 | $18.87 | 15.06% | Stop |
| 2010-08-23 | 2010-10-06 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2010-07-26 | 2010-08-23 | COMPLETED | 100% | $15.35 | $14.62 | -4.75% | Signal |
| 2010-07-01 | 2010-07-26 | INTEREST | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2009-06-11 | 2010-07-01 | COMPLETED | 100% | $12.77 | $15.02 | 17.64% | Stop |
| 2008-09-24 | 2009-06-11 | INTEREST | 100% | $1.00 | $1.02 | 2.18% | Interest Income |
| 2008-08-08 | 2008-09-24 | COMPLETED | 100% | $16.43 | $14.39 | -12.40% | Stop |
| 2008-05-01 | 2008-08-08 | INTEREST | 100% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2008-04-29 | 2008-05-01 | COMPLETED | 100% | $15.67 | $15.66 | -0.05% | Signal |
| 2008-03-03 | 2008-04-29 | INTEREST | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2008-02-14 | 2008-03-03 | COMPLETED | 100% | $15.24 | $14.84 | -2.63% | Signal |
| 2008-01-23 | 2008-02-14 | INTEREST | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2005-12-08 | 2008-01-23 | COMPLETED | 100% | $11.59 | $14.94 | 28.96% | Stop |
| 2005-10-18 | 2005-12-08 | INTEREST | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2005-09-14 | 2005-10-18 | COMPLETED | 100% | $11.02 | $10.34 | -6.20% | Signal |
| 2005-05-24 | 2005-09-14 | INTEREST | 100% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2005-05-20 | 2005-05-24 | COMPLETED | 100% | $10.80 | $10.86 | 0.52% | Signal |
| 2005-04-18 | 2005-05-20 | INTEREST | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2003-01-24 | 2005-04-18 | COMPLETED | 100% | $6.30 | $9.74 | 54.55% | Stop |
| 2002-07-24 | 2003-01-24 | INTEREST | 100% | $1.00 | $1.02 | 2.02% | Interest Income |
| 2002-07-08 | 2002-07-24 | COMPLETED | 100% | $6.51 | $5.47 | -15.98% | Stop |
| 2002-06-13 | 2002-07-08 | INTEREST | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-12-17 | 2002-06-13 | COMPLETED | 100% | $5.63 | $6.42 | 13.94% | Stop |
| 2001-10-23 | 2001-12-17 | INTEREST | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2001-10-18 | 2001-10-23 | COMPLETED | 100% | $5.52 | $5.71 | 3.46% | Signal |
| 2001-07-12 | 2001-10-18 | INTEREST | 100% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2001-06-22 | 2001-07-12 | COMPLETED | 100% | $6.30 | $5.52 | -12.39% | Stop |
| 2001-05-02 | 2001-06-22 | INTEREST | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2001-04-16 | 2001-05-02 | COMPLETED | 100% | $5.36 | $5.46 | 1.95% | Signal |
| 2001-03-22 | 2001-04-16 | INTEREST | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2001-02-01 | 2001-03-22 | COMPLETED | 100% | $6.41 | $5.47 | -14.70% | Stop |
| 2001-01-09 | 2001-02-01 | INTEREST | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-10-12 | 2001-01-09 | COMPLETED | 100% | $5.28 | $5.96 | 12.98% | Stop |
| 2000-09-20 | 2000-10-12 | INTEREST | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-05-26 | 2000-09-20 | COMPLETED | 100% | $4.94 | $4.84 | -1.98% | Stop |
| 2000-05-04 | 2000-05-26 | INTEREST | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2000-05-02 | 2000-05-04 | COMPLETED | 100% | $5.84 | $5.57 | -4.78% | Signal |
| 2000-04-07 | 2000-05-02 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-04-05 | 2000-04-07 | COMPLETED | 100% | $5.19 | $5.26 | 1.32% | Signal |
| 1999-09-22 | 2000-04-05 | INTEREST | 100% | $1.00 | $1.03 | 3.34% | Interest Income |
| 1999-08-27 | 1999-09-22 | COMPLETED | 100% | $6.13 | $5.26 | -14.23% | Stop |
| 1999-08-05 | 1999-08-27 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-06-24 | 1999-08-05 | COMPLETED | 100% | $6.02 | $5.23 | -13.18% | Stop |
| 1999-06-02 | 1999-06-24 | INTEREST | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1998-12-04 | 1999-06-02 | COMPLETED | 100% | $4.56 | $5.96 | 30.78% | Stop |
| 1998-09-25 | 1998-12-04 | INTEREST | 100% | $1.00 | $1.01 | 0.89% | Interest Income |
| 1998-08-28 | 1998-09-25 | COMPLETED | 100% | $3.88 | $3.39 | -12.43% | Stop |
| 1998-08-06 | 1998-08-28 | INTEREST | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1997-03-27 | 1998-08-06 | COMPLETED | 100% | $2.12 | $3.93 | 85.20% | Stop |
| 1997-03-05 | 1997-03-27 | INTEREST | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1996-08-07 | 1997-03-05 | COMPLETED | 100% | $2.04 | $2.09 | 2.54% | Stop |
| 1996-07-16 | 1996-08-07 | INTEREST | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-02-29 | 1996-07-16 | COMPLETED | 100% | $1.71 | $1.79 | 4.83% | Stop |
| 1996-02-06 | 1996-02-29 | INTEREST | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1993-03-16 | 1996-02-06 | COMPLETED | 100% | $0.67 | $1.58 | 135.82% | Signal |
| 1993-02-22 | 1993-03-16 | INTEREST | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1992-12-16 | 1993-02-22 | COMPLETED | 100% | $0.65 | $0.60 | -7.51% | Stop |
| 1992-09-29 | 1992-12-16 | INTEREST | 100% | $1.00 | $1.01 | 1.43% | Interest Income |
| 1992-02-18 | 1992-09-29 | COMPLETED | 100% | $0.57 | $0.54 | -5.88% | Stop |
| 1991-11-04 | 1992-02-18 | INTEREST | 100% | $1.00 | $1.02 | 2.00% | Interest Income |
| 1991-10-10 | 1991-11-04 | COMPLETED | 100% | $0.45 | $0.46 | 2.70% | Signal |
| 1991-09-18 | 1991-10-10 | INTEREST | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1991-06-11 | 1991-09-18 | COMPLETED | 100% | $0.53 | $0.47 | -12.07% | Stop |
| 1991-05-17 | 1991-06-11 | INTEREST | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 1991-03-08 | 1991-05-17 | COMPLETED | 100% | $0.52 | $0.46 | -12.79% | Stop |
| 1990-09-25 | 1991-03-08 | INTEREST | 100% | $1.00 | $1.04 | 3.66% | Interest Income |
| 1990-08-28 | 1990-09-25 | COMPLETED | 100% | $0.42 | $0.39 | -5.88% | Stop |
| 1990-08-06 | 1990-08-28 | INTEREST | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-04-27 | 1990-08-06 | COMPLETED | 100% | $0.43 | $0.45 | 4.23% | Stop |
| 1989-11-21 | 1990-04-27 | INTEREST | 100% | $1.00 | $1.03 | 3.50% | Interest Income |
| 1989-11-17 | 1989-11-21 | COMPLETED | 100% | $0.44 | $0.42 | -4.17% | Signal |
| 1989-10-16 | 1989-11-17 | INTEREST | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 1989-04-26 | 1989-10-16 | COMPLETED | 100% | $0.42 | $0.34 | -18.25% | Stop |
| 1988-11-18 | 1989-04-26 | INTEREST | 100% | $1.00 | $1.03 | 3.33% | Interest Income |
| 1988-10-31 | 1988-11-18 | COMPLETED | 100% | $0.34 | $0.32 | -7.96% | Signal |
| 1988-10-07 | 1988-10-31 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-09-06 | 1988-10-07 | COMPLETED | 100% | $0.40 | $0.37 | -8.33% | Stop |
| 1988-08-12 | 1988-09-06 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-06-14 | 1988-08-12 | COMPLETED | 100% | $0.44 | $0.42 | -4.90% | Stop |
| 1988-05-20 | 1988-06-14 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-04-15 | 1988-05-20 | COMPLETED | 100% | $0.33 | $0.34 | 4.63% | Stop |
| 1987-11-17 | 1988-04-15 | INTEREST | 100% | $1.00 | $1.03 | 3.17% | Interest Income |
| 1987-11-10 | 1987-11-17 | COMPLETED | 100% | $0.19 | $0.18 | -3.23% | Signal |
| 1987-10-19 | 1987-11-10 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-10-01 | 1987-10-19 | COMPLETED | 100% | $0.39 | $0.28 | -28.35% | Stop |
| 1987-09-09 | 1987-10-01 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-06-12 | 1987-09-09 | COMPLETED | 100% | $0.28 | $0.31 | 11.96% | Stop |
| 1987-05-20 | 1987-06-12 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-07-31 | 1987-05-20 | COMPLETED | 100% | $0.12 | $0.26 | 116.25% | Stop |
| 1986-07-09 | 1986-07-31 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-03-31 | 1986-07-09 | COMPLETED | 100% | $0.13 | $0.14 | 4.71% | Stop |
| 1985-12-02 | 1986-03-31 | INTEREST | 100% | $1.00 | $1.02 | 2.49% | Interest Income |
| 1985-11-05 | 1985-12-02 | COMPLETED | 100% | $0.09 | $0.08 | -9.84% | Signal |
| 1985-10-14 | 1985-11-05 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-06-24 | 1985-10-14 | COMPLETED | 100% | $0.09 | $0.10 | 6.56% | Stop |
| 1985-05-31 | 1985-06-24 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-01-29 | 1985-05-31 | COMPLETED | 100% | $0.09 | $0.09 | -3.33% | Stop |
| 1984-10-16 | 1985-01-29 | INTEREST | 100% | $1.00 | $1.02 | 2.21% | Interest Income |
| 1984-07-20 | 1984-10-16 | COMPLETED | 100% | $0.08 | $0.07 | -9.26% | Signal |
| 1984-06-27 | 1984-07-20 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-06-22 | 1984-06-27 | COMPLETED | 100% | $0.08 | $0.08 | 6.00% | Stop |
| 1984-05-31 | 1984-06-22 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-02-23 | 1984-05-31 | COMPLETED | 100% | $0.07 | $0.08 | 6.38% | Stop |
| 1984-01-31 | 1984-02-23 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-10-12 | 1984-01-31 | COMPLETED | 100% | $0.05 | $0.07 | 35.29% | Stop |
| 1983-09-20 | 1983-10-12 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-07-29 | 1983-09-20 | COMPLETED | 100% | $0.05 | $0.04 | -6.67% | Signal |
| 1983-07-07 | 1983-07-29 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-04-20 | 1983-07-07 | COMPLETED | 100% | $0.05 | $0.05 | 0.00% | Stop |
| 1983-03-28 | 1983-04-20 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-01-19 | 1983-03-28 | COMPLETED | 100% | $0.04 | $0.04 | -11.54% | Stop |
| 1982-12-28 | 1983-01-19 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-12-23 | 1982-12-28 | COMPLETED | 100% | $0.04 | $0.03 | -17.39% | Stop |
| 1981-08-24 | 1982-12-23 | INTEREST | 100% | $1.00 | $1.11 | 10.79% | Interest Income |
| 1981-08-13 | 1981-08-24 | COMPLETED | 100% | $0.06 | $0.05 | -5.26% | Signal |
| 1981-07-22 | 1981-08-13 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-05-29 | 1981-07-22 | COMPLETED | 100% | $0.06 | $0.06 | -5.13% | Stop |
| 1981-05-06 | 1981-05-29 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-04-02 | 1981-05-06 | COMPLETED | 100% | $0.07 | $0.06 | -14.89% | Stop |
| 1981-03-11 | 1981-04-02 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-01-06 | 1981-03-11 | COMPLETED | 100% | $0.06 | $0.06 | 2.63% | Stop |
| 1980-12-11 | 1981-01-06 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-11-18 | 1980-12-11 | COMPLETED | 100% | $0.05 | $0.05 | -3.13% | Stop |
| 1980-10-24 | 1980-11-18 | INTEREST | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1980-08-20 | 1980-10-24 | COMPLETED | 100% | $0.05 | $0.05 | -8.57% | Stop |
| 1979-10-29 | 1980-08-20 | INTEREST | 100% | $1.00 | $1.06 | 6.41% | Interest Income |
| 1979-10-15 | 1979-10-29 | COMPLETED | 100% | $0.05 | $0.05 | -13.89% | Stop |
| 1979-10-11 | 1979-10-15 | INTEREST | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
