+249.6%
DHR vs MLM
+185.4%
+64.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.6% | +2.2% |
| 7D | -0.9% | -4.1% | +3.3% | +0.3% |
| 30D | +5.4% | +8.2% | -2.8% | +3.0% |
| 3M | +15.3% | -3.6% | +18.9% | +16.3% |
| 6M | +32.1% | -15.6% | +47.7% | +37.9% |
| YTD | +1.2% | -16.4% | +17.6% | +5.5% |
| 1Y | +10.1% | -14.3% | +24.4% | +14.0% |
| 3Y | +19.9% | +19.3% | +0.5% | +12.7% |
| 5Y | -8.8% | +29.6% | -38.4% | -17.5% |
| All | +249.6% | +185.4% | +64.2% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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