+4,277.4%
MU vs DHR
+246.3%
+4,031.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | -15.2% | +2.6% | -17.8% | -16.2% |
| 30D | -29.5% | +7.4% | -36.9% | -32.1% |
| 3M | -15.8% | +13.0% | -28.7% | -21.5% |
| 6M | -2.9% | +38.5% | -41.4% | -22.6% |
| YTD | +154.2% | +3.8% | +150.5% | +142.2% |
| 1Y | +186.6% | +12.6% | +174.0% | +158.0% |
| 3Y | +871.5% | +22.0% | +849.5% | +701.0% |
| 5Y | +911.7% | -9.5% | +921.2% | +895.2% |
| 10Y | +4,277.4% | +249.4% | +4,028.0% | +1,321.6% |
| All | +4,277.4% | +246.3% | +4,031.1% | +1,321.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling