-10.0%
DHR vs GRMN
+119.5%
-129.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | +1.2% | -0.9% | +2.1% | +1.5% |
| 30D | +3.7% | +1.2% | +2.5% | +3.1% |
| 3M | +14.5% | -8.9% | +23.4% | +17.8% |
| 6M | +40.9% | +23.0% | +17.9% | +29.8% |
| YTD | +2.4% | +41.2% | -38.8% | -10.9% |
| 1Y | +6.1% | +47.5% | -41.4% | -9.2% |
| 3Y | +21.0% | +155.8% | -134.7% | -23.5% |
| All | -10.0% | +119.5% | -129.6% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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