+2,538.2%
MUU vs DHR
-22.6%
+2,560.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.1% |
| 7D | +13.9% | -0.8% | +14.7% | +14.5% |
| 30D | +24.8% | +0.2% | +24.6% | +24.4% |
| 3M | -15.7% | +12.1% | -27.8% | -28.8% |
| 6M | +338.9% | +5.4% | +333.5% | +290.7% |
| YTD | +563.2% | -10.0% | +573.1% | +623.8% |
| 1Y | +2,577.5% | +4.1% | +2,573.4% | +2,243.1% |
| All | +2,538.2% | -22.6% | +2,560.9% | +2,251.1% |
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 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