+204.4%
DHR vs GEN
+157.3%
+47.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -5.0% | -4.3% | -0.6% | -4.1% |
| 30D | -3.3% | +3.8% | -7.1% | -4.2% |
| 3M | +9.4% | +22.3% | -12.8% | +4.7% |
| 6M | +3.2% | +39.0% | -35.8% | -4.6% |
| YTD | -12.0% | +11.9% | -23.9% | -14.9% |
| 1Y | +4.9% | +4.5% | +0.4% | +3.0% |
| 3Y | -7.4% | +59.0% | -66.3% | -17.2% |
| 5Y | -29.8% | +22.0% | -51.7% | -35.0% |
| All | +204.4% | +157.3% | +47.0% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling