+4.9%
DHR vs MSTU
-94.2%
+99.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.8% | +4.7% | -2.0% |
| 7D | -5.0% | -22.0% | +17.0% | -4.6% |
| 30D | -3.3% | +60.3% | -63.6% | -4.1% |
| 3M | +9.4% | -3.7% | +13.1% | +9.2% |
| 6M | +3.2% | -45.2% | +48.3% | +3.0% |
| YTD | -12.0% | -64.3% | +52.3% | -11.4% |
| 1Y | +4.9% | -94.0% | +98.9% | +20.8% |
| All | +4.9% | -94.2% | +99.1% | +20.8% |
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