-27.3%
DHR vs MPWR
+153.3%
-180.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.7% |
| 7D | -3.9% | -2.6% | -1.3% | -3.5% |
| 30D | +4.0% | -9.0% | +13.0% | +5.6% |
| 3M | +11.5% | -25.8% | +37.3% | +16.1% |
| 6M | +1.9% | +11.8% | -9.9% | -2.8% |
| YTD | -8.9% | +35.5% | -44.4% | -16.8% |
| 1Y | +5.1% | +45.3% | -40.2% | -6.0% |
| 3Y | -10.3% | +138.5% | -148.7% | -33.1% |
| All | -27.3% | +153.3% | -180.5% | -52.0% |
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