+35,450.4%
MCHP vs HAS
+1,765.3%
+33,685.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +2.0% | +0.7% |
| 7D | -4.3% | +1.6% | -5.9% | -4.9% |
| 30D | -16.3% | +26.6% | -42.9% | -24.1% |
| 3M | -21.4% | +29.0% | -50.4% | -29.4% |
| 6M | -35.8% | +30.6% | -66.3% | -43.0% |
| YTD | -0.9% | +51.5% | -52.4% | -17.4% |
| 1Y | +14.5% | +58.5% | -44.0% | -6.2% |
| 3Y | -13.7% | +214.1% | -227.8% | -45.9% |
| 5Y | -16.9% | +50.2% | -67.2% | -32.2% |
| 10Y | +137.5% | +100.0% | +37.4% | +65.1% |
| All | +35,450.4% | +1,765.3% | +33,685.2% | +9,441.2% |
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 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