+5.1%
DHR vs MKSI
+162.5%
-157.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.3% | -5.9% | -1.7% |
| 7D | -3.9% | +1.8% | -5.7% | -3.9% |
| 30D | +4.0% | -16.8% | +20.8% | +4.3% |
| 3M | +11.5% | -21.1% | +32.6% | +10.3% |
| 6M | +1.9% | +10.8% | -9.0% | -4.5% |
| YTD | -8.9% | +63.3% | -72.2% | -19.5% |
| 1Y | +5.1% | +157.0% | -151.9% | -20.8% |
| All | +5.1% | +162.5% | -157.4% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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