+0.5%
MCHP vs HAS
+45.6%
-45.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | +0.3% |
| 7D | +2.8% | -3.1% | +5.9% | +4.6% |
| 30D | -12.8% | -2.7% | -10.1% | -11.7% |
| 3M | -19.2% | +8.9% | -28.1% | -23.8% |
| 6M | +14.5% | -2.9% | +17.5% | +14.5% |
| YTD | +17.1% | +12.6% | +4.5% | +6.1% |
| 1Y | +15.3% | +17.5% | -2.2% | +1.6% |
| 3Y | +0.5% | +46.2% | -45.7% | -31.2% |
| All | +0.5% | +45.6% | -45.1% | -31.2% |
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