+6,028.8%
MU vs HD
+203.6%
+5,825.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.5% |
| 7D | +9.0% | -2.1% | +11.0% | +10.5% |
| 30D | +13.8% | -8.4% | +22.2% | +20.2% |
| 3M | +2.1% | +4.3% | -2.3% | -2.5% |
| 6M | +153.8% | -11.1% | +164.9% | +168.6% |
| YTD | +256.4% | -4.7% | +261.1% | +257.0% |
| 1Y | +719.8% | -19.8% | +739.6% | +821.8% |
| 3Y | +1,360.4% | +4.1% | +1,356.3% | +1,226.7% |
| 5Y | +1,312.4% | +10.3% | +1,302.1% | +1,091.3% |
| All | +6,028.8% | +203.6% | +5,825.2% | +2,553.5% |
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