+3,365.9%
DHR vs GRMN
+6,828.2%
-3,462.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.6% |
| 7D | +1.2% | -0.9% | +2.1% | +1.4% |
| 30D | +3.7% | +1.2% | +2.5% | +3.3% |
| 3M | +14.5% | -8.9% | +23.4% | +16.9% |
| 6M | +40.9% | +23.0% | +17.9% | +33.1% |
| YTD | +2.4% | +41.2% | -38.8% | -6.9% |
| 1Y | +6.1% | +47.5% | -41.4% | -4.6% |
| 3Y | +21.0% | +155.8% | -134.7% | -6.8% |
| 5Y | -11.4% | +120.2% | -131.6% | -29.8% |
| 10Y | +241.8% | +629.9% | -388.1% | +106.1% |
| All | +3,365.9% | +6,828.2% | -3,462.3% | +1,095.9% |
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