+10.7%
DHR vs MSTU
-88.0%
+98.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.3% | -8.2% | +2.0% |
| 7D | +0.4% | -4.8% | +5.2% | +0.4% |
| 30D | +6.2% | -29.6% | +35.8% | +6.4% |
| 3M | +20.8% | +69.4% | -48.6% | +20.1% |
| 6M | +35.5% | -62.2% | +97.8% | +36.6% |
| YTD | +3.2% | -61.1% | +64.3% | +3.0% |
| 1Y | +10.7% | -87.2% | +97.8% | +12.2% |
| All | +10.7% | -88.0% | +98.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling