+247.9%
DHR vs MPC
+1,165.8%
-917.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.5% |
| 7D | +3.1% | -9.4% | +12.5% | +4.5% |
| 30D | +7.0% | -14.3% | +21.3% | +9.1% |
| 3M | +15.0% | +31.1% | -16.1% | +10.1% |
| 6M | +37.9% | +60.3% | -22.4% | +27.6% |
| YTD | +3.3% | +142.5% | -139.2% | -11.0% |
| 1Y | +12.8% | +104.6% | -91.8% | -0.2% |
| 3Y | +22.4% | +191.7% | -169.3% | +0.9% |
| 5Y | -9.1% | +549.2% | -558.3% | -34.1% |
| 10Y | +247.9% | +1,106.2% | -858.3% | +126.3% |
| All | +247.9% | +1,165.8% | -917.8% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 10y: compounded portfolio wealth divided by compounded MPC 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…
10y analysis · Full analysis span regression · 6 months rolling