+96.6%
MPC vs HAS
+59.5%
+37.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -16.2% | -0.2% | -16.0% | -16.1% |
| 30D | -15.7% | +31.0% | -46.7% | -14.7% |
| 3M | +24.9% | +30.7% | -5.8% | +26.3% |
| 6M | +52.7% | +23.9% | +28.7% | +54.3% |
| YTD | +131.9% | +48.3% | +83.5% | +132.8% |
| 1Y | +96.6% | +60.2% | +36.4% | +97.8% |
| All | +96.6% | +59.5% | +37.2% | +97.8% |
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 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