+42,373.8%
MCHP vs HAS
+1,320.8%
+41,053.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +2.0% | +1.7% |
| 7D | +1.7% | -1.8% | +3.5% | +2.5% |
| 30D | -4.1% | +2.3% | -6.3% | -5.0% |
| 3M | -22.5% | +10.4% | -32.9% | -25.9% |
| 6M | +7.3% | -3.2% | +10.5% | +7.7% |
| YTD | +18.4% | +15.4% | +3.0% | +10.6% |
| 1Y | +18.1% | +18.8% | -0.7% | +9.0% |
| 3Y | -2.8% | +43.9% | -46.7% | -17.6% |
| 5Y | +5.5% | +13.9% | -8.4% | -3.6% |
| 10Y | +185.8% | +56.4% | +129.4% | +120.2% |
| All | +42,373.8% | +1,320.8% | +41,053.1% | +12,668.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling