+1,315.7%
MU vs HRB
+126.2%
+1,189.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.0% | +10.1% | +6.0% |
| 7D | +9.0% | -5.7% | +14.6% | +8.8% |
| 30D | +13.8% | +7.9% | +5.9% | +13.9% |
| 3M | +2.1% | +32.1% | -30.0% | +2.0% |
| 6M | +153.8% | +62.2% | +91.6% | +147.0% |
| YTD | +256.4% | +16.4% | +240.0% | +267.5% |
| 1Y | +719.8% | -0.3% | +720.0% | +771.2% |
| 3Y | +1,360.4% | +36.0% | +1,324.3% | +1,286.5% |
| All | +1,315.7% | +126.2% | +1,189.4% | +1,052.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling