+4,271.9%
MU vs HD
+272.9%
+3,999.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.4% | +4.4% |
| 7D | -12.0% | +3.6% | -15.6% | -14.3% |
| 30D | -28.7% | +21.6% | -50.3% | -37.9% |
| 3M | -16.4% | +0.1% | -16.6% | -17.8% |
| 6M | -1.8% | +13.0% | -14.8% | -12.4% |
| YTD | +157.1% | +4.9% | +152.1% | +138.7% |
| 1Y | +208.5% | -2.1% | +210.6% | +199.5% |
| 3Y | +906.2% | +32.6% | +873.6% | +659.0% |
| 5Y | +893.4% | +8.2% | +885.2% | +753.9% |
| 10Y | +4,271.9% | +257.9% | +4,014.0% | +1,592.7% |
| All | +4,271.9% | +272.9% | +3,999.0% | +1,592.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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