+719.8%
MU vs HBM
+123.0%
+596.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.7% |
| 7D | +9.0% | -6.4% | +15.3% | +13.2% |
| 30D | +13.8% | +5.9% | +7.9% | +8.8% |
| 3M | +2.1% | -8.9% | +11.0% | +5.8% |
| 6M | +153.8% | +10.7% | +143.1% | +137.4% |
| YTD | +256.4% | +38.3% | +218.1% | +194.1% |
| 1Y | +719.8% | +121.3% | +598.4% | +500.3% |
| All | +719.8% | +123.0% | +596.8% | +500.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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