+1,362.4%
MU vs HD
+4.5%
+1,358.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.8% |
| 7D | +9.0% | -2.1% | +11.0% | +9.7% |
| 30D | +13.8% | -8.4% | +22.2% | +17.1% |
| 3M | +2.1% | +4.3% | -2.3% | -0.9% |
| 6M | +153.8% | -11.1% | +164.9% | +164.4% |
| YTD | +256.4% | -4.7% | +261.1% | +256.5% |
| 1Y | +719.8% | -19.8% | +739.6% | +799.6% |
| All | +1,362.4% | +4.5% | +1,358.0% | +1,237.0% |
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 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