+167.7%
DHR vs MDB
+986.0%
-818.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -2.4% | -4.5% | +2.1% | -1.8% |
| 30D | -2.2% | -14.0% | +11.8% | -0.6% |
| 3M | +9.0% | +5.3% | +3.6% | +7.4% |
| 6M | +3.5% | +31.9% | -28.4% | -1.9% |
| YTD | -10.1% | -14.6% | +4.5% | -10.5% |
| 1Y | +6.2% | +8.2% | -2.1% | +1.9% |
| 3Y | -5.4% | -5.0% | -0.4% | -12.5% |
| 5Y | -27.9% | -24.5% | -3.4% | -36.6% |
| All | +167.7% | +986.0% | -818.3% | +57.1% |
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