+72,065.9%
MU vs HRB
+3,613.7%
+68,452.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.2% | +9.3% | +6.6% |
| 7D | -22.0% | +2.7% | -24.7% | -22.9% |
| 30D | -36.6% | +22.1% | -58.7% | -41.5% |
| 3M | -21.7% | +15.7% | -37.4% | -27.1% |
| 6M | +3.5% | +83.3% | -79.8% | -22.7% |
| YTD | +141.9% | +25.0% | +116.9% | +104.5% |
| 1Y | +189.8% | +6.9% | +182.9% | +159.1% |
| 3Y | +855.4% | +39.0% | +816.3% | +641.8% |
| 5Y | +869.2% | +146.4% | +722.8% | +471.8% |
| 10Y | +4,142.8% | +254.4% | +3,888.4% | +1,817.0% |
| All | +72,065.9% | +3,613.7% | +68,452.1% | +7,110.5% |
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