+1,710.4%
MU vs HDB
+4,142.9%
-2,432.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +4.4% |
| 7D | -22.0% | +13.3% | -35.4% | -26.4% |
| 30D | -36.6% | +13.6% | -50.1% | -40.4% |
| 3M | -21.7% | +5.8% | -27.5% | -24.3% |
| 6M | +3.5% | -1.9% | +5.5% | +2.1% |
| YTD | +141.9% | -31.2% | +173.1% | +176.9% |
| 1Y | +189.8% | -29.6% | +219.4% | +227.7% |
| 3Y | +855.4% | -10.1% | +865.5% | +844.3% |
| 5Y | +869.2% | -24.3% | +893.5% | +916.4% |
| 10Y | +4,142.8% | +59.3% | +4,083.6% | +2,905.7% |
| All | +1,710.4% | +4,142.9% | -2,432.5% | +321.2% |
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