+978.0%
MU vs HDB
-7.9%
+986.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.4% |
| 7D | +21.6% | +4.1% | +17.6% | +21.0% |
| 30D | -16.2% | +13.0% | -29.2% | -17.7% |
| 3M | -12.4% | +11.3% | -23.6% | -13.8% |
| 6M | +4.2% | +6.9% | -2.8% | +2.6% |
| YTD | +180.0% | -29.6% | +209.6% | +199.3% |
| 1Y | +226.4% | -29.5% | +255.9% | +248.4% |
| All | +978.0% | -7.9% | +986.0% | +973.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling