+203.8%
DHR vs MRSH
+218.8%
-15.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.6% | -4.8% | +1.1% | -1.0% |
| 30D | -2.7% | -6.3% | +3.6% | +0.8% |
| 3M | +10.9% | +5.8% | +5.1% | +7.0% |
| 6M | +3.0% | +2.8% | +0.2% | +0.5% |
| YTD | -12.2% | -3.1% | -9.1% | -12.0% |
| 1Y | +3.3% | -11.3% | +14.6% | +8.4% |
| 3Y | -8.2% | -5.0% | -3.2% | -8.9% |
| 5Y | -29.9% | +19.2% | -49.1% | -39.9% |
| All | +203.8% | +218.8% | -15.0% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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