+2,833.7%
DHR vs MOH
+1,358.8%
+1,474.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | -3.6% | +1.7% | -5.3% | -3.9% |
| 30D | -2.7% | -0.9% | -1.9% | -2.7% |
| 3M | +10.9% | +5.7% | +5.2% | +9.5% |
| 6M | +3.0% | +39.1% | -36.1% | -3.1% |
| YTD | -12.2% | +17.7% | -29.9% | -16.1% |
| 1Y | +3.3% | +8.4% | -5.1% | -0.6% |
| 3Y | -8.2% | -36.6% | +28.4% | -6.4% |
| 5Y | -29.9% | -19.1% | -10.8% | -31.8% |
| 10Y | +208.5% | +262.8% | -54.3% | +129.2% |
| All | +2,833.7% | +1,358.8% | +1,474.9% | +1,559.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling