+65,528.2%
MU vs DHI
+12,556.3%
+52,971.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.7% |
| 7D | +7.2% | -2.0% | +9.2% | +7.8% |
| 30D | +14.0% | -8.3% | +22.3% | +17.0% |
| 3M | +5.4% | -3.7% | +9.1% | +6.2% |
| 6M | +170.3% | -5.4% | +175.7% | +173.2% |
| YTD | +250.7% | -3.0% | +253.7% | +249.8% |
| 1Y | +662.1% | -23.8% | +686.0% | +715.1% |
| 3Y | +1,341.2% | +21.8% | +1,319.4% | +1,180.3% |
| 5Y | +1,319.3% | +59.6% | +1,259.7% | +1,040.7% |
| 10Y | +5,778.3% | +391.2% | +5,387.1% | +3,103.8% |
| All | +65,528.2% | +12,556.3% | +52,971.9% | +17,625.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling