+54,893.9%
DHR vs GEN
+8,838.8%
+46,055.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.3% |
| 7D | -3.9% | -1.2% | -2.7% | -3.7% |
| 30D | +4.0% | +10.1% | -6.1% | +2.6% |
| 3M | +11.5% | +16.1% | -4.6% | +9.1% |
| 6M | +1.9% | +38.9% | -37.0% | -3.1% |
| YTD | -8.9% | +14.4% | -23.3% | -11.1% |
| 1Y | +5.1% | +5.9% | -0.8% | +3.6% |
| 3Y | -10.3% | +58.8% | -69.1% | -16.8% |
| 5Y | -27.8% | +24.7% | -52.5% | -31.4% |
| 10Y | +203.6% | +163.1% | +40.6% | +153.2% |
| All | +54,893.9% | +8,838.8% | +46,055.0% | +22,241.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling