+215.7%
DHR vs MSCI
+615.8%
-400.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -2.4% | -1.1% | -1.3% | -2.0% |
| 30D | -2.2% | -1.2% | -1.0% | -1.8% |
| 3M | +9.0% | -8.4% | +17.3% | +12.7% |
| 6M | +3.5% | -1.0% | +4.5% | +3.4% |
| YTD | -10.1% | -2.3% | -7.9% | -10.4% |
| 1Y | +6.2% | -1.2% | +7.4% | +4.6% |
| 3Y | -5.4% | +7.9% | -13.3% | -12.1% |
| 5Y | -27.9% | -10.1% | -17.8% | -29.9% |
| 10Y | +215.7% | +631.0% | -415.2% | +51.1% |
| All | +215.7% | +615.8% | -400.0% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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