+249.8%
DHR vs MMM
+74.0%
+175.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.7% |
| 7D | +1.2% | -0.4% | +1.6% | +1.3% |
| 30D | +3.7% | +12.1% | -8.4% | -0.6% |
| 3M | +14.5% | +1.4% | +13.1% | +13.6% |
| 6M | +40.9% | +26.6% | +14.3% | +28.3% |
| YTD | +2.4% | +16.8% | -14.4% | -4.4% |
| 1Y | +6.1% | +10.1% | -4.0% | +1.2% |
| 3Y | +21.0% | +158.4% | -137.4% | -17.6% |
| 5Y | -11.4% | +43.1% | -54.5% | -25.4% |
| All | +249.8% | +74.0% | +175.8% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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