+906.2%
MU vs HD
+30.7%
+875.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.4% | +5.6% |
| 7D | -12.0% | +3.6% | -15.6% | -12.8% |
| 30D | -28.7% | +21.6% | -50.3% | -32.8% |
| 3M | -16.4% | +0.1% | -16.6% | -16.1% |
| 6M | -1.8% | +13.0% | -14.8% | -6.7% |
| YTD | +157.1% | +4.9% | +152.1% | +150.4% |
| 1Y | +208.5% | -2.1% | +210.6% | +211.1% |
| 3Y | +906.2% | +32.6% | +873.6% | +734.8% |
| All | +906.2% | +30.7% | +875.4% | +734.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling