+10.1%
DHR vs MP
-37.2%
+47.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.2% | +1.7% |
| 7D | -0.9% | -10.5% | +9.7% | -0.9% |
| 30D | +5.4% | -23.5% | +28.9% | +5.3% |
| 3M | +15.3% | -25.4% | +40.8% | +15.4% |
| 6M | +32.1% | -51.3% | +83.4% | +32.4% |
| YTD | +1.2% | -29.9% | +31.1% | +0.7% |
| 1Y | +10.1% | -31.8% | +41.9% | +10.1% |
| All | +10.1% | -37.2% | +47.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling