+6.1%
DHR vs MDB
-7.1%
+13.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | +1.2% | +6.8% | -5.6% | +0.8% |
| 30D | +3.7% | -6.2% | +9.9% | +4.1% |
| 3M | +14.5% | -29.2% | +43.7% | +16.2% |
| 6M | +40.9% | +10.3% | +30.6% | +38.4% |
| YTD | +2.4% | -20.4% | +22.8% | +2.2% |
| 1Y | +6.1% | -4.8% | +10.9% | +4.8% |
| All | +6.1% | -7.1% | +13.2% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling