+405.9%
GE vs DHR
-12.1%
+418.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.1% | -3.0% |
| 7D | +5.1% | +2.6% | +2.6% | +4.3% |
| 30D | +7.6% | +4.2% | +3.4% | +6.1% |
| 3M | -9.3% | +13.0% | -22.3% | -13.3% |
| 6M | +11.5% | +40.2% | -28.6% | -2.1% |
| YTD | +7.9% | +2.0% | +5.8% | +5.9% |
| 1Y | +7.6% | +6.6% | +1.0% | +3.9% |
| 3Y | +265.9% | +19.9% | +245.9% | +229.9% |
| 5Y | +405.9% | -11.7% | +417.7% | +370.4% |
| All | +405.9% | -12.1% | +418.0% | +370.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling