+2,983.2%
DHR vs GRMN
+6,655.2%
-3,672.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.9% | -2.9% | -1.0% | -3.2% |
| 30D | +4.0% | -8.4% | +12.4% | +6.3% |
| 3M | +11.5% | +15.0% | -3.5% | +7.2% |
| 6M | +1.9% | +11.2% | -9.3% | -1.4% |
| YTD | -8.9% | +37.7% | -46.6% | -16.6% |
| 1Y | +5.1% | +18.5% | -13.4% | -0.3% |
| 3Y | -10.3% | +175.8% | -186.1% | -32.2% |
| 5Y | -27.8% | +75.1% | -102.9% | -39.6% |
| 10Y | +203.6% | +637.0% | -433.4% | +83.0% |
| All | +2,983.2% | +6,655.2% | -3,672.0% | +972.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling