+124.4%
DHR vs GH
+480.1%
-355.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.8% | -2.1% | +1.3% | -0.5% |
| 30D | +0.2% | -4.5% | +4.7% | +0.8% |
| 3M | +12.1% | +28.9% | -16.8% | +7.6% |
| 6M | +5.4% | +76.5% | -71.1% | -3.6% |
| YTD | -10.0% | +57.6% | -67.6% | -16.6% |
| 1Y | +4.1% | +167.5% | -163.5% | -11.3% |
| 3Y | -5.2% | +377.4% | -382.6% | -29.1% |
| 5Y | -28.2% | +23.8% | -52.1% | -39.5% |
| All | +124.4% | +480.1% | -355.7% | +57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling