+75,738.0%
MU vs HRB
+3,493.9%
+72,244.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -15.2% | -4.0% | -11.2% | -14.2% |
| 30D | -29.5% | +15.8% | -45.3% | -33.8% |
| 3M | -15.8% | +12.0% | -27.8% | -20.8% |
| 6M | -2.9% | +40.7% | -43.6% | -18.8% |
| YTD | +154.2% | +21.0% | +133.3% | +117.2% |
| 1Y | +186.6% | +11.7% | +174.9% | +151.6% |
| 3Y | +871.5% | +25.0% | +846.5% | +686.0% |
| 5Y | +911.7% | +141.0% | +770.7% | +500.8% |
| 10Y | +4,277.4% | +241.3% | +4,036.1% | +1,904.5% |
| All | +75,738.0% | +3,493.9% | +72,244.1% | +7,557.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling