+101.7%
MPC vs HAS
+63.0%
+38.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | -8.8% | +3.3% | -12.1% | -8.6% |
| 30D | -14.4% | +30.5% | -44.9% | -13.3% |
| 3M | +21.9% | +29.9% | -7.9% | +23.3% |
| 6M | +60.1% | +26.5% | +33.6% | +62.1% |
| YTD | +142.3% | +51.9% | +90.4% | +144.5% |
| 1Y | +101.7% | +60.9% | +40.8% | +105.0% |
| All | +101.7% | +63.0% | +38.7% | +105.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling