+53,005.7%
DHR vs MRSH
+3,270.6%
+49,735.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | -5.0% | -5.9% | +1.0% | -2.7% |
| 30D | -3.3% | -7.3% | +4.0% | -0.5% |
| 3M | +9.4% | +6.7% | +2.8% | +6.5% |
| 6M | +3.2% | +3.0% | +0.2% | +1.5% |
| YTD | -12.0% | -2.9% | -9.1% | -11.9% |
| 1Y | +4.9% | -9.0% | +13.9% | +7.3% |
| 3Y | -7.4% | -4.3% | -3.0% | -7.5% |
| 5Y | -29.8% | +19.4% | -49.2% | -35.3% |
| 10Y | +209.1% | +218.1% | -9.0% | +98.6% |
| All | +53,005.7% | +3,270.6% | +49,735.0% | +14,100.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling