+4.1%
DHR vs MPC
+124.8%
-120.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -0.9% |
| 7D | -0.8% | +3.9% | -4.7% | -0.4% |
| 30D | +0.2% | +33.8% | -33.5% | +3.4% |
| 3M | +12.1% | +49.9% | -37.8% | +16.5% |
| 6M | +5.4% | +80.9% | -75.5% | +10.8% |
| YTD | -10.0% | +147.4% | -157.4% | -4.7% |
| 1Y | +4.1% | +123.2% | -119.1% | +16.2% |
| All | +4.1% | +124.8% | -120.7% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling