-28.2%
DHR vs GRMN
+73.8%
-102.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.2% |
| 7D | -2.4% | -1.4% | -1.0% | -1.9% |
| 30D | -2.2% | -13.1% | +10.9% | +2.5% |
| 3M | +9.0% | +14.9% | -6.0% | +3.1% |
| 6M | +3.5% | +13.1% | -9.6% | -1.8% |
| YTD | -10.1% | +35.3% | -45.4% | -20.4% |
| 1Y | +6.2% | +16.0% | -9.8% | -0.9% |
| 3Y | -5.4% | +179.6% | -185.0% | -42.9% |
| All | -28.2% | +73.8% | -102.1% | -51.0% |
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