+210.7%
DHR vs MPWR
+1,636.1%
-1,425.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -3.9% | -2.6% | -1.3% | -3.3% |
| 30D | +4.0% | -9.0% | +13.0% | +6.0% |
| 3M | +11.5% | -25.8% | +37.3% | +17.2% |
| 6M | +1.9% | +11.8% | -9.9% | -3.8% |
| YTD | -8.9% | +35.5% | -44.4% | -18.4% |
| 1Y | +5.1% | +45.3% | -40.2% | -8.1% |
| 3Y | -10.3% | +138.5% | -148.7% | -36.6% |
| 5Y | -27.8% | +152.8% | -180.6% | -53.3% |
| All | +210.7% | +1,636.1% | -1,425.4% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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