+1,843.7%
MUU vs DHR
+3.6%
+1,840.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -8.2% | -3.6% | -4.6% | -8.2% |
| 30D | +10.2% | -2.7% | +12.9% | +10.5% |
| 3M | -26.5% | +10.9% | -37.4% | -30.3% |
| 6M | +227.2% | +3.0% | +224.2% | +228.3% |
| YTD | +527.4% | -12.2% | +539.6% | +607.5% |
| 1Y | +1,843.7% | +3.3% | +1,840.4% | +1,774.7% |
| All | +1,843.7% | +3.6% | +1,840.1% | +1,774.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling