+76,578.9%
MU vs DHR
+64,355.6%
+12,223.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.1% | +4.1% | +5.1% |
| 7D | -12.0% | +3.1% | -15.2% | -13.2% |
| 30D | -28.7% | +7.0% | -35.7% | -31.0% |
| 3M | -16.4% | +15.0% | -31.5% | -22.4% |
| 6M | -1.8% | +37.9% | -39.7% | -19.3% |
| YTD | +157.1% | +3.3% | +153.7% | +145.0% |
| 1Y | +208.5% | +12.8% | +195.7% | +180.1% |
| 3Y | +906.2% | +22.4% | +883.8% | +762.5% |
| 5Y | +893.4% | -9.1% | +902.5% | +878.8% |
| 10Y | +4,271.9% | +247.9% | +4,023.9% | +2,021.7% |
| All | +76,578.9% | +64,355.6% | +12,223.2% | +4,424.5% |
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