+262.7%
GE vs DHR
-4.8%
+267.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | -1.2% | -2.4% | +1.2% | -0.5% |
| 30D | -11.3% | -2.2% | -9.1% | -10.8% |
| 3M | -1.4% | +9.0% | -10.3% | -4.9% |
| 6M | +1.2% | +3.5% | -2.3% | -0.8% |
| YTD | +5.9% | -10.1% | +16.1% | +8.3% |
| 1Y | +18.4% | +6.2% | +12.2% | +13.9% |
| All | +262.7% | -4.8% | +267.6% | +274.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 3y: compounded portfolio wealth divided by compounded DHR 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…
3y analysis · Full analysis span regression · 6 months rolling