-11.6%
DHR vs MPWR
+124.2%
-135.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +0.9% |
| 7D | -0.9% | -1.7% | +0.9% | -0.7% |
| 30D | +5.4% | -16.5% | +21.9% | +8.3% |
| 3M | +15.3% | -12.3% | +27.6% | +17.2% |
| 6M | +32.1% | -27.7% | +59.9% | +37.1% |
| YTD | +1.2% | +32.0% | -30.8% | -7.7% |
| 1Y | +10.1% | +25.1% | -15.0% | +1.3% |
| 3Y | +19.9% | +146.5% | -126.6% | -12.0% |
| All | -11.6% | +124.2% | -135.8% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling