+54,893.9%
DHR vs MMM
+2,854.2%
+52,039.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | -3.9% | -3.3% | -0.6% | -2.4% |
| 30D | +4.0% | -7.0% | +11.0% | +7.5% |
| 3M | +11.5% | +10.8% | +0.7% | +5.5% |
| 6M | +1.9% | +5.8% | -3.9% | -1.8% |
| YTD | -8.9% | +6.8% | -15.7% | -12.9% |
| 1Y | +5.1% | +10.4% | -5.3% | -1.3% |
| 3Y | -10.3% | +104.7% | -115.0% | -39.4% |
| 5Y | -27.8% | +23.6% | -51.4% | -38.8% |
| 10Y | +203.6% | +54.1% | +149.5% | +117.2% |
| All | +54,893.9% | +2,854.2% | +52,039.7% | +10,942.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling