+640.8%
MU vs HRB
-7.6%
+648.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -4.7% |
| 7D | +7.2% | -9.1% | +16.2% | +2.5% |
| 30D | +14.0% | +0.3% | +13.7% | +14.7% |
| 3M | +5.4% | +23.4% | -18.0% | +21.9% |
| 6M | +170.3% | +45.1% | +125.2% | +232.4% |
| YTD | +250.7% | +8.9% | +241.8% | +295.7% |
| All | +640.8% | -7.6% | +648.5% | +738.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling