+950.8%
MU vs HD
+30.9%
+920.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | +12.8% | +1.5% | +11.3% | +12.4% |
| 30D | -14.9% | +18.0% | -32.9% | -19.0% |
| 3M | -18.0% | +2.8% | -20.8% | -18.5% |
| 6M | -3.1% | +17.0% | -20.1% | -9.5% |
| YTD | +172.9% | +3.5% | +169.4% | +166.8% |
| 1Y | +228.8% | -2.6% | +231.4% | +231.3% |
| 3Y | +950.8% | +30.7% | +920.1% | +772.4% |
| All | +950.8% | +30.9% | +920.0% | +772.4% |
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