+61,719.3%
DHR vs GEN
+8,765.9%
+52,953.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | 0.0% |
| 7D | +1.2% | +2.0% | -0.8% | +0.9% |
| 30D | +3.7% | +27.7% | -24.0% | 0.0% |
| 3M | +14.5% | +3.3% | +11.2% | +13.3% |
| 6M | +40.9% | +31.8% | +9.1% | +34.6% |
| YTD | +2.4% | +13.5% | -11.1% | -0.5% |
| 1Y | +6.1% | +16.0% | -9.9% | +2.8% |
| 3Y | +21.0% | +70.6% | -49.6% | +10.7% |
| 5Y | -11.4% | +32.1% | -43.5% | -16.9% |
| 10Y | +241.8% | +153.4% | +88.4% | +185.0% |
| All | +61,719.3% | +8,765.9% | +52,953.3% | +24,905.5% |
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