+265.1%
MU vs DHR
+11.6%
+253.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.1% | -9.1% | -6.9% |
| 7D | -19.1% | +0.4% | -19.5% | -19.1% |
| 30D | -25.2% | +6.2% | -31.4% | -24.8% |
| 3M | -10.9% | +20.8% | -31.7% | -8.7% |
| 6M | +38.0% | +35.5% | +2.5% | +37.4% |
| YTD | +178.8% | +3.2% | +175.6% | +198.1% |
| 1Y | +265.1% | +10.7% | +254.5% | +316.7% |
| All | +265.1% | +11.6% | +253.6% | +316.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling