+2,423.9%
MUU vs DHR
-24.4%
+2,448.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -7.7% |
| 7D | +3.6% | -5.0% | +8.5% | +7.6% |
| 30D | +22.3% | -3.3% | +25.7% | +25.6% |
| 3M | -8.2% | +9.4% | -17.6% | -21.0% |
| 6M | +256.3% | +3.2% | +253.2% | +222.8% |
| YTD | +534.4% | -12.0% | +546.4% | +605.6% |
| 1Y | +2,163.5% | +4.9% | +2,158.6% | +1,832.9% |
| All | +2,423.9% | -24.4% | +2,448.3% | +2,192.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling