+5,731.6%
MU vs DHI
+414.5%
+5,317.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.9% |
| 7D | -4.1% | -3.4% | -0.7% | -2.7% |
| 30D | +7.0% | -5.4% | +12.5% | +9.3% |
| 3M | -2.1% | -10.4% | +8.4% | +1.8% |
| 6M | +133.1% | -2.8% | +135.8% | +133.4% |
| YTD | +241.9% | -3.4% | +245.3% | +240.5% |
| 1Y | +548.8% | -22.9% | +571.7% | +604.0% |
| 3Y | +1,308.2% | +20.7% | +1,287.5% | +1,075.1% |
| 5Y | +1,260.7% | +62.1% | +1,198.6% | +850.7% |
| All | +5,731.6% | +414.5% | +5,317.1% | +2,083.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling