+10.7%
DHR vs GM
+37.1%
-26.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.5% |
| 7D | +0.4% | +12.1% | -11.7% | -1.0% |
| 30D | +6.2% | +15.2% | -9.0% | +4.3% |
| 3M | +20.8% | +4.9% | +15.9% | +20.3% |
| 6M | +35.5% | +22.6% | +12.9% | +31.2% |
| YTD | +3.2% | +14.4% | -11.2% | +0.2% |
| 1Y | +10.7% | +39.4% | -28.7% | +2.9% |
| All | +10.7% | +37.1% | -26.4% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 1y: compounded portfolio wealth divided by compounded GM 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…
1y analysis · Full analysis span regression · 6 months rolling