+60,984.4%
DHR vs MOS
+123.1%
+60,861.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -0.9% | +21.6% | -22.4% | -4.1% |
| 30D | +5.4% | +12.0% | -6.6% | +3.1% |
| 3M | +15.3% | -3.9% | +19.2% | +15.5% |
| 6M | +32.1% | -3.3% | +35.5% | +31.7% |
| YTD | +1.2% | -4.6% | +5.8% | +0.2% |
| 1Y | +10.1% | -7.0% | +17.1% | +9.3% |
| 3Y | +19.9% | -24.4% | +44.3% | +21.1% |
| 5Y | -8.8% | -32.1% | +23.3% | -9.1% |
| 10Y | +255.3% | +10.3% | +245.0% | +198.7% |
| All | +60,984.4% | +123.1% | +60,861.3% | +34,719.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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