+208.1%
DHR vs MDB
+924.6%
-716.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -0.6% |
| 7D | +0.2% | +3.0% | -2.8% | -0.2% |
| 30D | +6.4% | -11.3% | +17.7% | +7.8% |
| 3M | +13.6% | -23.0% | +36.6% | +16.4% |
| 6M | +41.9% | +14.8% | +27.1% | +36.5% |
| YTD | +3.4% | -19.4% | +22.8% | +3.2% |
| 1Y | +9.9% | -9.0% | +18.8% | +7.4% |
| 3Y | +21.6% | -10.3% | +31.9% | +12.9% |
| 5Y | -10.6% | -38.4% | +27.8% | -19.4% |
| All | +208.1% | +924.6% | -716.5% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling