-29.8%
DHR vs GH
+21.3%
-51.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.8% |
| 7D | -5.0% | -1.2% | -3.7% | -4.8% |
| 30D | -3.3% | -3.7% | +0.3% | -2.9% |
| 3M | +9.4% | +21.7% | -12.2% | +5.9% |
| 6M | +3.2% | +75.7% | -72.6% | -5.7% |
| YTD | -12.0% | +55.7% | -67.7% | -18.5% |
| 1Y | +4.9% | +181.1% | -176.2% | -11.6% |
| 3Y | -7.4% | +371.6% | -379.0% | -30.8% |
| 5Y | -29.8% | +23.2% | -53.0% | -42.6% |
| All | -29.8% | +21.3% | -51.0% | -42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling