+4,609.2%
MU vs HBM
+274.8%
+4,334.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +2.0% | -1.3% | +3.3% | +2.9% |
| 30D | -18.0% | -14.8% | -3.1% | -13.2% |
| 3M | -6.6% | -20.7% | +14.1% | +0.8% |
| 6M | +2.0% | -13.9% | +16.0% | +8.2% |
| YTD | +184.5% | +10.6% | +173.8% | +176.3% |
| 1Y | +236.9% | +32.4% | +204.5% | +209.8% |
| 3Y | +987.0% | +432.0% | +555.0% | +559.7% |
| 5Y | +1,014.6% | +205.5% | +809.2% | +635.7% |
| 10Y | +4,609.2% | +291.1% | +4,318.1% | +2,330.9% |
| All | +4,609.2% | +274.8% | +4,334.4% | +2,330.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling