+1,252.0%
MSTR vs DHR
+5,697.1%
-4,445.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.5% |
| 7D | +12.2% | -3.9% | +16.1% | +14.6% |
| 30D | +45.2% | +4.0% | +41.2% | +42.7% |
| 3M | +10.4% | +11.5% | -1.1% | +2.4% |
| 6M | -2.5% | +1.9% | -4.3% | -5.6% |
| YTD | -6.0% | -8.9% | +2.9% | -3.4% |
| 1Y | -56.4% | +5.1% | -61.5% | -58.8% |
| 3Y | +306.3% | -10.3% | +316.6% | +312.5% |
| 5Y | +100.5% | -27.8% | +128.3% | +134.4% |
| 10Y | +741.1% | +203.6% | +537.5% | +375.7% |
| All | +1,252.0% | +5,697.1% | -4,445.2% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 all: compounded portfolio wealth divided by compounded DHR 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…
all analysis · Full analysis span regression · 6 months rolling