+118.9%
DHR vs GH
+467.1%
-348.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | -3.6% | -2.5% | -1.1% | -3.3% |
| 30D | -2.7% | -4.7% | +1.9% | -2.1% |
| 3M | +10.9% | +20.2% | -9.3% | +7.6% |
| 6M | +3.0% | +78.8% | -75.7% | -5.9% |
| YTD | -12.2% | +54.1% | -66.3% | -18.4% |
| 1Y | +3.3% | +177.1% | -173.8% | -12.4% |
| 3Y | -8.2% | +371.6% | -379.8% | -31.3% |
| 5Y | -29.9% | +21.9% | -51.8% | -40.8% |
| All | +118.9% | +467.1% | -348.3% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 10y: compounded portfolio wealth divided by compounded GH 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…
10y analysis · Full analysis span regression · 6 months rolling