+1,362.4%
MU vs HDB
-24.6%
+1,387.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.2% |
| 7D | +9.0% | +0.4% | +8.5% | +8.9% |
| 30D | +13.8% | -2.8% | +16.6% | +14.3% |
| 3M | +2.1% | -3.5% | +5.6% | +2.2% |
| 6M | +153.8% | -24.7% | +178.5% | +166.6% |
| YTD | +256.4% | -36.6% | +293.0% | +286.9% |
| 1Y | +719.8% | -34.4% | +754.1% | +780.5% |
| All | +1,362.4% | -24.6% | +1,387.0% | +1,369.0% |
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