+2,883.5%
GE vs DHR
+56,727.0%
-53,843.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.7% |
| 7D | -1.6% | -3.9% | +2.3% | -0.1% |
| 30D | -11.6% | +4.0% | -15.6% | -13.2% |
| 3M | +3.0% | +11.5% | -8.5% | -2.2% |
| 6M | -0.5% | +1.9% | -2.4% | -2.2% |
| YTD | +9.7% | -8.9% | +18.6% | +12.4% |
| 1Y | +20.0% | +5.1% | +14.9% | +15.5% |
| 3Y | +275.8% | -10.3% | +286.1% | +277.5% |
| 5Y | +429.1% | -27.8% | +456.9% | +466.4% |
| 10Y | +151.2% | +203.6% | -52.5% | +47.9% |
| All | +2,883.5% | +56,727.0% | -53,843.5% | +243.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling