+6,169.9%
MU vs DHR
+209.6%
+5,960.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +2.9% | +2.9% |
| 7D | +7.5% | -2.4% | +9.9% | +9.0% |
| 30D | +19.4% | -2.2% | +21.5% | +20.7% |
| 3M | +9.8% | +9.0% | +0.9% | +1.6% |
| 6M | +164.1% | +3.5% | +160.7% | +149.5% |
| YTD | +260.3% | -10.1% | +270.4% | +272.5% |
| 1Y | +661.2% | +6.2% | +655.0% | +599.2% |
| 3Y | +1,380.8% | -5.4% | +1,386.2% | +1,323.1% |
| 5Y | +1,346.4% | -27.9% | +1,374.3% | +1,537.4% |
| 10Y | +6,169.9% | +215.7% | +5,954.2% | +2,049.0% |
| All | +6,169.9% | +209.6% | +5,960.3% | +2,049.0% |
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