+1,248.1%
MU vs DHI
+58.5%
+1,189.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.1% |
| 7D | +2.0% | -6.1% | +8.1% | +4.3% |
| 30D | +12.5% | -10.1% | +22.6% | +16.6% |
| 3M | +9.6% | -7.3% | +16.9% | +12.1% |
| 6M | +142.6% | -6.1% | +148.7% | +145.8% |
| YTD | +242.7% | -5.0% | +247.7% | +243.3% |
| 1Y | +599.3% | -22.1% | +621.4% | +649.2% |
| 3Y | +1,308.3% | +19.2% | +1,289.1% | +1,069.0% |
| All | +1,248.1% | +58.5% | +1,189.6% | +809.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling