+4,271.9%
MU vs HDB
+61.5%
+4,210.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +5.3% |
| 7D | -12.0% | +13.7% | -25.7% | -16.3% |
| 30D | -28.7% | +15.8% | -44.6% | -32.9% |
| 3M | -16.4% | +9.2% | -25.7% | -19.7% |
| 6M | -1.8% | +3.2% | -5.0% | -4.5% |
| YTD | +157.1% | -29.4% | +186.4% | +189.3% |
| 1Y | +208.5% | -27.9% | +236.4% | +243.6% |
| 3Y | +906.2% | -5.9% | +912.0% | +873.6% |
| 5Y | +893.4% | -23.5% | +916.9% | +929.4% |
| 10Y | +4,271.9% | +61.3% | +4,210.5% | +3,308.9% |
| All | +4,271.9% | +61.5% | +4,210.4% | +3,308.9% |
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