+62,326.8%
DHR vs MSI
+4,640.9%
+57,685.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | +0.2% | +7.7% | -7.5% | -1.6% |
| 30D | +6.4% | +19.9% | -13.5% | +2.0% |
| 3M | +13.6% | +14.9% | -1.3% | +9.9% |
| 6M | +41.9% | +37.2% | +4.6% | +31.5% |
| YTD | +3.4% | +40.8% | -37.4% | -5.1% |
| 1Y | +9.9% | +38.1% | -28.3% | +1.2% |
| 3Y | +21.6% | +77.7% | -56.1% | +5.1% |
| 5Y | -10.6% | +129.0% | -139.6% | -27.1% |
| 10Y | +245.2% | +671.3% | -426.1% | +114.8% |
| All | +62,326.8% | +4,640.9% | +57,685.9% | +20,464.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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