-11.7%
DHR vs MPWR
+170.0%
-181.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.0% |
| 7D | +2.6% | +27.9% | -25.4% | -1.8% |
| 30D | +4.2% | +9.7% | -5.5% | +2.0% |
| 3M | +13.0% | +1.7% | +11.3% | +11.7% |
| 6M | +40.2% | -9.2% | +49.4% | +39.6% |
| YTD | +2.0% | +60.5% | -58.5% | -10.2% |
| 1Y | +6.6% | +52.0% | -45.4% | -5.3% |
| 3Y | +19.9% | +193.1% | -173.2% | -14.6% |
| 5Y | -11.7% | +167.3% | -179.0% | -41.0% |
| All | -11.7% | +170.0% | -181.8% | -41.0% |
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