-27.9%
DHR vs GEN
+20.0%
-47.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -2.4% | -2.9% | +0.5% | -1.6% |
| 30D | -2.2% | +2.1% | -4.2% | -2.8% |
| 3M | +9.0% | +19.7% | -10.8% | +3.7% |
| 6M | +3.5% | +33.3% | -29.8% | -5.1% |
| YTD | -10.1% | +11.1% | -21.3% | -13.3% |
| 1Y | +6.2% | +3.0% | +3.2% | +4.6% |
| 3Y | -5.4% | +57.9% | -63.2% | -18.1% |
| 5Y | -27.9% | +20.6% | -48.5% | -35.6% |
| All | -27.9% | +20.0% | -47.9% | -35.6% |
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