+96.9%
MHK price history and return analytics
+74.1%
+22.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +0.5% |
| 7D | +5.4% | +0.4% | +5.0% | +4.8% |
| 30D | +32.6% | -2.6% | +35.2% | +36.9% |
| 3M | +15.1% | -3.2% | +18.3% | +19.9% |
| 6M | +50.8% | +0.9% | +49.9% | +48.5% |
| YTD | +43.3% | +11.3% | +32.0% | +23.8% |
| 1Y | +44.1% | +14.0% | +30.1% | +20.5% |
| 3Y | +96.9% | +75.8% | +21.1% | -26.3% |
| All | +96.9% | +74.1% | +22.8% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling