+106,206.6%
MU vs HRB
+3,357.9%
+102,848.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.0% | +10.1% | +7.5% |
| 7D | +9.0% | -5.7% | +14.6% | +11.1% |
| 30D | +13.8% | +7.9% | +5.9% | +9.9% |
| 3M | +2.1% | +32.1% | -30.0% | -11.0% |
| 6M | +153.8% | +62.2% | +91.6% | +98.3% |
| YTD | +256.4% | +16.4% | +240.0% | +212.8% |
| 1Y | +719.8% | -0.3% | +720.0% | +657.9% |
| 3Y | +1,360.4% | +36.0% | +1,324.3% | +1,051.2% |
| 5Y | +1,312.4% | +125.2% | +1,187.2% | +769.6% |
| 10Y | +6,142.6% | +237.7% | +5,904.9% | +2,796.8% |
| All | +106,206.6% | +3,357.9% | +102,848.7% | +10,928.2% |
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