+106,206.6%
MU vs HD
+31,989.9%
+74,216.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.6% |
| 7D | +9.0% | -2.1% | +11.0% | +10.3% |
| 30D | +13.8% | -8.4% | +22.2% | +19.3% |
| 3M | +2.1% | +4.3% | -2.3% | -1.7% |
| 6M | +153.8% | -11.1% | +164.9% | +166.2% |
| YTD | +256.4% | -4.7% | +261.1% | +257.8% |
| 1Y | +719.8% | -19.8% | +739.6% | +802.8% |
| 3Y | +1,360.4% | +4.1% | +1,356.3% | +1,268.5% |
| 5Y | +1,312.4% | +10.3% | +1,302.1% | +1,164.0% |
| 10Y | +6,142.6% | +203.2% | +5,939.4% | +3,057.7% |
| All | +106,206.6% | +31,989.9% | +74,216.8% | +3,052.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling