+5,778.3%
MU vs HDB
+34.0%
+5,744.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.5% |
| 7D | +7.2% | -2.0% | +9.2% | +8.0% |
| 30D | +14.0% | -4.9% | +18.8% | +16.0% |
| 3M | +5.4% | -2.3% | +7.7% | +5.3% |
| 6M | +170.3% | -23.7% | +194.0% | +196.1% |
| YTD | +250.7% | -38.5% | +289.1% | +318.2% |
| 1Y | +662.1% | -36.5% | +698.6% | +792.9% |
| 3Y | +1,341.2% | -28.5% | +1,369.7% | +1,466.2% |
| 5Y | +1,319.3% | -37.4% | +1,356.7% | +1,497.9% |
| 10Y | +5,778.3% | +34.0% | +5,744.3% | +5,030.6% |
| All | +5,778.3% | +34.0% | +5,744.3% | +5,030.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling