+13,526.9%
DHR vs MDY
+2,615.3%
+10,911.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.6% |
| 7D | -2.4% | -0.8% | -1.6% | -1.9% |
| 30D | -2.2% | -3.9% | +1.7% | +0.6% |
| 3M | +9.0% | 0.0% | +9.0% | +8.7% |
| 6M | +3.5% | +8.5% | -5.1% | -2.8% |
| YTD | -10.1% | +13.2% | -23.4% | -18.2% |
| 1Y | +6.2% | +15.0% | -8.8% | -4.5% |
| 3Y | -5.4% | +49.6% | -54.9% | -29.8% |
| 5Y | -27.9% | +46.0% | -73.9% | -45.9% |
| 10Y | +215.7% | +176.4% | +39.4% | +40.7% |
| All | +13,526.9% | +2,615.3% | +10,911.6% | +1,116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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