+2,566.9%
MU vs HDB
+3,812.1%
-1,245.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.3% |
| 7D | +9.0% | +0.4% | +8.5% | +8.7% |
| 30D | +13.8% | -2.8% | +16.6% | +15.1% |
| 3M | +2.1% | -3.5% | +5.6% | +2.8% |
| 6M | +153.8% | -24.7% | +178.5% | +182.3% |
| YTD | +256.4% | -36.6% | +293.0% | +326.0% |
| 1Y | +719.8% | -34.4% | +754.1% | +860.8% |
| 3Y | +1,360.4% | -24.4% | +1,384.8% | +1,466.4% |
| 5Y | +1,312.4% | -35.4% | +1,347.8% | +1,497.0% |
| 10Y | +6,142.6% | +39.5% | +6,103.0% | +4,623.2% |
| All | +2,566.9% | +3,812.1% | -1,245.2% | +547.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling