+640.8%
MU vs HBM
+118.9%
+521.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.8% | -7.4% | -5.0% |
| 7D | +7.2% | +7.4% | -0.2% | +2.4% |
| 30D | +14.0% | +5.1% | +8.9% | +9.6% |
| 3M | +5.4% | +11.1% | -5.7% | -2.6% |
| 6M | +170.3% | +30.2% | +140.1% | +134.1% |
| YTD | +250.7% | +46.2% | +204.4% | +178.6% |
| All | +640.8% | +118.9% | +521.9% | +417.5% |
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