+16,696.7%
DHR vs MCK
+6,818.8%
+9,877.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -2.9% | -0.7% | -3.0% |
| 30D | -2.7% | +0.4% | -3.2% | -2.9% |
| 3M | +10.9% | +12.1% | -1.2% | +8.0% |
| 6M | +3.0% | -5.4% | +8.5% | +3.9% |
| YTD | -12.2% | +7.8% | -20.0% | -14.4% |
| 1Y | +3.3% | +22.9% | -19.6% | -2.3% |
| 3Y | -8.2% | +110.7% | -118.9% | -24.0% |
| 5Y | -29.9% | +346.2% | -376.1% | -51.5% |
| 10Y | +208.5% | +440.1% | -231.7% | +95.5% |
| All | +16,696.7% | +6,818.8% | +9,877.9% | +5,532.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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