+199.5%
MCHP vs HAL
+4.5%
+194.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.9% |
| 7D | 0.0% | -3.3% | +3.4% | +1.2% |
| 30D | -6.0% | +8.2% | -14.2% | -8.7% |
| 3M | -19.7% | -9.4% | -10.2% | -17.4% |
| 6M | +14.0% | +0.6% | +13.4% | +12.3% |
| YTD | +18.4% | +28.6% | -10.1% | +5.9% |
| 1Y | +17.1% | +63.9% | -46.8% | -4.9% |
| 3Y | +0.7% | -7.1% | +7.8% | -1.7% |
| 5Y | +5.1% | +102.3% | -97.2% | -27.0% |
| All | +199.5% | +4.5% | +194.9% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded HAL 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling