+62,326.8%
DHR vs GEN
+8,834.5%
+53,492.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +0.2% | -0.8% | +1.0% | +0.3% |
| 30D | +6.4% | +31.2% | -24.8% | +2.2% |
| 3M | +13.6% | +6.1% | +7.6% | +12.1% |
| 6M | +41.9% | +38.1% | +3.8% | +34.6% |
| YTD | +3.4% | +14.4% | -11.0% | +0.4% |
| 1Y | +9.9% | +15.1% | -5.3% | +6.5% |
| 3Y | +21.6% | +68.5% | -46.9% | +11.4% |
| 5Y | -10.6% | +35.8% | -46.4% | -16.5% |
| 10Y | +245.2% | +155.4% | +89.8% | +187.6% |
| All | +62,326.8% | +8,834.5% | +53,492.3% | +25,125.9% |
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 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