+642.2%
MPC vs HAS
+13.4%
+628.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +5.4% | -1.8% | +7.2% | +5.9% |
| 30D | +31.0% | +2.3% | +28.7% | +30.3% |
| 3M | +46.0% | +10.4% | +35.7% | +42.4% |
| 6M | +77.3% | -3.2% | +80.5% | +77.2% |
| YTD | +141.9% | +15.4% | +126.5% | +130.5% |
| 1Y | +120.9% | +18.8% | +102.1% | +108.4% |
| 3Y | +182.7% | +43.9% | +138.7% | +148.4% |
| All | +642.2% | +13.4% | +628.8% | +653.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling