-8.2%
DHR vs MOH
-36.3%
+28.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | -3.6% | +1.7% | -5.3% | -3.7% |
| 30D | -2.7% | -0.9% | -1.9% | -2.7% |
| 3M | +10.9% | +5.7% | +5.2% | +10.3% |
| 6M | +3.0% | +39.1% | -36.1% | +0.8% |
| YTD | -12.2% | +17.7% | -29.9% | -13.6% |
| 1Y | +3.3% | +8.4% | -5.1% | +1.9% |
| 3Y | -8.2% | -36.6% | +28.4% | -7.2% |
| All | -8.2% | -36.3% | +28.1% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling