+129.9%
DHR vs MRNA
+554.4%
-424.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.6% | -0.6% |
| 7D | -3.6% | -1.1% | -2.5% | -3.6% |
| 30D | -2.7% | +126.1% | -128.9% | -13.4% |
| 3M | +10.9% | +190.0% | -179.1% | -4.2% |
| 6M | +3.0% | +157.2% | -154.2% | -10.2% |
| YTD | -12.2% | +388.2% | -400.4% | -28.8% |
| 1Y | +3.3% | +467.0% | -463.7% | -18.0% |
| 3Y | -8.2% | +36.1% | -44.3% | -19.8% |
| 5Y | -29.9% | -68.0% | +38.1% | -34.9% |
| All | +129.9% | +554.4% | -424.5% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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