-8.2%
DHR vs GM
+166.7%
-174.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -3.6% | -2.4% | -1.2% | -3.0% |
| 30D | -2.7% | -1.1% | -1.6% | -2.5% |
| 3M | +10.9% | +6.1% | +4.8% | +8.9% |
| 6M | +3.0% | +15.0% | -11.9% | -1.3% |
| YTD | -12.2% | +6.0% | -18.2% | -14.4% |
| 1Y | +3.3% | +47.1% | -43.8% | -8.5% |
| 3Y | -8.2% | +170.5% | -178.7% | -36.0% |
| All | -8.2% | +166.7% | -174.9% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling