-16.1%
MCHP vs HAS
+214.3%
-230.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.4% |
| 7D | -22.6% | +3.3% | -25.8% | -24.0% |
| 30D | -20.1% | +30.5% | -50.7% | -32.5% |
| 3M | -25.4% | +29.9% | -55.3% | -37.0% |
| 6M | -38.4% | +26.5% | -65.0% | -47.7% |
| YTD | -3.7% | +51.9% | -55.7% | -28.8% |
| 1Y | +11.7% | +60.9% | -49.2% | -20.9% |
| 3Y | -16.1% | +215.0% | -231.1% | -59.8% |
| All | -16.1% | +214.3% | -230.4% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 3y: compounded portfolio wealth divided by compounded HAS 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…
3y analysis · Full analysis span regression · 6 months rolling