+1,302.0%
DHR vs MSCI
+3,095.4%
-1,793.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.5% |
| 7D | -0.9% | +2.8% | -3.7% | -1.9% |
| 30D | +5.4% | +15.4% | -10.0% | 0.0% |
| 3M | +15.3% | +13.4% | +1.9% | +10.0% |
| 6M | +32.1% | +10.9% | +21.2% | +26.8% |
| YTD | +1.2% | +13.0% | -11.8% | -4.2% |
| 1Y | +10.1% | +12.0% | -1.9% | +4.5% |
| 3Y | +19.9% | +34.1% | -14.2% | +4.7% |
| 5Y | -8.8% | +3.9% | -12.7% | -14.4% |
| 10Y | +255.3% | +802.0% | -546.7% | +62.7% |
| All | +1,302.0% | +3,095.4% | -1,793.4% | +310.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling