+61,719.2%
DHR vs GSK
+1,742.6%
+59,976.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.2% |
| 7D | +1.2% | +1.1% | +0.1% | +0.8% |
| 30D | +3.7% | +6.3% | -2.6% | +1.6% |
| 3M | +14.5% | +1.8% | +12.7% | +13.6% |
| 6M | +40.9% | +1.7% | +39.3% | +39.6% |
| YTD | +2.4% | +6.5% | -4.1% | -0.4% |
| 1Y | +6.1% | +9.5% | -3.4% | +2.3% |
| 3Y | +21.0% | +65.3% | -44.3% | +1.4% |
| 5Y | -11.4% | +43.7% | -55.1% | -23.3% |
| 10Y | +241.8% | +104.1% | +137.7% | +163.7% |
| All | +61,719.2% | +1,742.6% | +59,976.7% | +25,662.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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