+3,005.7%
MPC vs HAS
+350.9%
+2,654.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -3.3% |
| 7D | -12.8% | 0.0% | -12.7% | -12.8% |
| 30D | -12.7% | +31.3% | -44.0% | -21.8% |
| 3M | +27.1% | +32.1% | -5.0% | +13.4% |
| 6M | +45.8% | +28.1% | +17.7% | +30.4% |
| YTD | +134.7% | +49.1% | +85.6% | +95.1% |
| 1Y | +106.0% | +60.5% | +45.5% | +65.8% |
| 3Y | +165.5% | +183.9% | -18.4% | +63.4% |
| 5Y | +540.9% | +51.2% | +489.7% | +398.2% |
| 10Y | +1,133.6% | +105.3% | +1,028.4% | +649.5% |
| All | +3,005.7% | +350.9% | +2,654.7% | +959.0% |
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