+106,206.6%
MU vs DHR
+56,727.0%
+49,479.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.9% |
| 7D | +9.0% | -3.9% | +12.9% | +11.2% |
| 30D | +13.8% | +4.0% | +9.8% | +11.2% |
| 3M | +2.1% | +11.5% | -9.4% | -5.7% |
| 6M | +153.8% | +1.9% | +151.9% | +143.7% |
| YTD | +256.4% | -8.9% | +265.3% | +262.4% |
| 1Y | +719.8% | +5.1% | +714.7% | +668.0% |
| 3Y | +1,360.4% | -10.3% | +1,370.7% | +1,368.5% |
| 5Y | +1,312.4% | -27.8% | +1,340.2% | +1,464.6% |
| 10Y | +6,142.6% | +203.6% | +5,938.9% | +3,146.3% |
| All | +106,206.6% | +56,727.0% | +49,479.6% | +6,592.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling