+248.5%
DHR vs MSCI
+799.8%
-551.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.7% |
| 7D | +2.6% | -0.7% | +3.2% | +2.8% |
| 30D | +4.2% | +16.2% | -12.0% | -2.3% |
| 3M | +13.0% | +16.1% | -3.1% | +5.7% |
| 6M | +40.2% | +12.9% | +27.2% | +32.4% |
| YTD | +2.0% | +14.8% | -12.8% | -5.2% |
| 1Y | +6.6% | +13.8% | -7.2% | -0.6% |
| 3Y | +19.9% | +31.2% | -11.3% | +2.4% |
| 5Y | -11.7% | +5.6% | -17.3% | -19.8% |
| All | +248.5% | +799.8% | -551.3% | +57.1% |
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