-10.6%
DHR vs GEN
+35.2%
-45.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.8% |
| 7D | +0.2% | -0.8% | +1.0% | +0.3% |
| 30D | +6.4% | +31.2% | -24.8% | -0.5% |
| 3M | +13.6% | +6.1% | +7.6% | +11.3% |
| 6M | +41.9% | +38.1% | +3.8% | +29.0% |
| YTD | +3.4% | +14.4% | -11.0% | -1.4% |
| 1Y | +9.9% | +15.1% | -5.3% | +4.5% |
| 3Y | +21.6% | +68.5% | -46.9% | +3.5% |
| 5Y | -10.6% | +35.8% | -46.4% | -21.9% |
| All | -10.6% | +35.2% | -45.7% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling