-5.2%
DHR vs GEN
+57.7%
-62.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.6% | -0.4% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | +0.2% | +2.6% | -2.4% | -0.5% |
| 3M | +12.1% | +15.8% | -3.7% | +7.5% |
| 6M | +5.4% | +33.1% | -27.7% | -3.3% |
| YTD | -10.0% | +11.3% | -21.3% | -12.8% |
| 1Y | +4.1% | +1.7% | +2.4% | +3.6% |
| 3Y | -5.2% | +58.1% | -63.3% | -21.1% |
| All | -5.2% | +57.7% | -62.9% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling