+42,373.9%
MCHP vs HAL
+634.6%
+41,739.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | +1.7% | +2.9% | -1.2% | +0.9% |
| 30D | -4.1% | +17.0% | -21.1% | -8.5% |
| 3M | -22.5% | -9.7% | -12.9% | -20.7% |
| 6M | +7.3% | +8.6% | -1.3% | +3.9% |
| YTD | +18.4% | +33.0% | -14.6% | +7.8% |
| 1Y | +18.1% | +68.3% | -50.2% | +0.2% |
| 3Y | -2.8% | +0.1% | -2.9% | -5.4% |
| 5Y | +5.5% | +102.6% | -97.1% | -18.7% |
| 10Y | +185.8% | +3.8% | +182.0% | +129.4% |
| All | +42,373.9% | +634.6% | +41,739.3% | +15,382.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling