+236.9%
MU vs HD
-2.9%
+239.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.9% |
| 7D | +2.0% | -1.2% | +3.2% | +1.7% |
| 30D | -18.0% | +20.9% | -38.8% | -16.4% |
| 3M | -6.6% | -0.2% | -6.4% | -4.8% |
| 6M | +2.0% | +14.5% | -12.5% | +2.5% |
| YTD | +184.5% | +4.3% | +180.2% | +188.2% |
| 1Y | +236.9% | -3.5% | +240.3% | +251.0% |
| All | +236.9% | -2.9% | +239.8% | +251.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling