+1,341.2%
MU vs DHR
-7.4%
+1,348.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.2% |
| 7D | +7.2% | -0.8% | +8.0% | +7.4% |
| 30D | +14.0% | +0.2% | +13.8% | +13.8% |
| 3M | +5.4% | +12.1% | -6.7% | -1.7% |
| 6M | +170.3% | +5.4% | +164.9% | +158.9% |
| YTD | +250.7% | -10.0% | +260.6% | +266.4% |
| 1Y | +662.1% | +4.1% | +658.0% | +626.1% |
| 3Y | +1,341.2% | -5.2% | +1,346.4% | +1,303.1% |
| All | +1,341.2% | -7.4% | +1,348.6% | +1,303.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling