+6,169.9%
MU vs HRB
+205.6%
+5,964.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.1% |
| 7D | +7.5% | -10.6% | +18.1% | +9.7% |
| 30D | +19.4% | -0.8% | +20.2% | +19.0% |
| 3M | +9.8% | +19.1% | -9.2% | +4.0% |
| 6M | +164.1% | +48.7% | +115.4% | +132.2% |
| YTD | +260.3% | +7.1% | +253.2% | +245.1% |
| 1Y | +661.2% | -8.3% | +669.5% | +659.9% |
| 3Y | +1,380.8% | +25.8% | +1,355.0% | +1,194.0% |
| 5Y | +1,346.4% | +111.1% | +1,235.3% | +929.2% |
| 10Y | +6,169.9% | +206.6% | +5,963.4% | +3,588.1% |
| All | +6,169.9% | +205.6% | +5,964.3% | +3,588.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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