+188.9%
MCHP vs HAL
+5.2%
+183.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -0.9% |
| 7D | -2.1% | -3.3% | +1.2% | -0.9% |
| 30D | -11.1% | +7.2% | -18.3% | -13.4% |
| 3M | -18.1% | -8.8% | -9.3% | -15.9% |
| 6M | +10.8% | +3.0% | +7.8% | +8.2% |
| YTD | +14.2% | +29.4% | -15.2% | +1.9% |
| 1Y | +13.5% | +62.8% | -49.4% | -7.6% |
| 3Y | -2.0% | -6.4% | +4.4% | -4.6% |
| 5Y | +1.4% | +103.6% | -102.2% | -29.8% |
| All | +188.9% | +5.2% | +183.7% | +85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling