+54,149.7%
DHR vs MKC
+3,336.7%
+50,813.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | -2.4% | -4.3% | +1.9% | -1.2% |
| 30D | -2.2% | -3.1% | +0.9% | -1.4% |
| 3M | +9.0% | +6.8% | +2.1% | +6.5% |
| 6M | +3.5% | -18.3% | +21.8% | +8.7% |
| YTD | -10.1% | -23.1% | +12.9% | -4.3% |
| 1Y | +6.2% | -23.7% | +29.9% | +13.2% |
| 3Y | -5.4% | -31.0% | +25.6% | +2.7% |
| 5Y | -27.9% | -33.5% | +5.6% | -21.7% |
| 10Y | +215.7% | +30.3% | +185.5% | +179.4% |
| All | +54,149.7% | +3,336.7% | +50,813.0% | +22,624.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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