+53,005.7%
DHR vs GFI
+660.1%
+52,345.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -2.0% |
| 7D | -5.0% | -5.1% | +0.2% | -4.8% |
| 30D | -3.3% | +13.4% | -16.8% | -3.7% |
| 3M | +9.4% | +36.2% | -26.8% | +8.3% |
| 6M | +3.2% | -9.8% | +13.0% | +3.2% |
| YTD | -12.0% | +7.7% | -19.7% | -12.5% |
| 1Y | +4.9% | +27.2% | -22.3% | +3.6% |
| 3Y | -7.4% | +300.3% | -307.7% | -12.1% |
| 5Y | -29.8% | +539.8% | -569.5% | -34.5% |
| 10Y | +209.1% | +1,058.5% | -849.4% | +180.3% |
| All | +53,005.7% | +660.1% | +52,345.5% | +51,012.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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