+140.4%
MHK price history and return analytics
+357.6%
-217.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +0.9% |
| 7D | +5.4% | +0.4% | +5.0% | +4.9% |
| 30D | +32.6% | -2.6% | +35.2% | +36.4% |
| 3M | +15.1% | -3.2% | +18.3% | +19.2% |
| 6M | +50.8% | +0.9% | +49.9% | +49.3% |
| YTD | +43.3% | +11.3% | +32.0% | +26.8% |
| 1Y | +44.1% | +14.0% | +30.1% | +24.0% |
| 3Y | +96.9% | +75.8% | +21.1% | +3.0% |
| 5Y | -9.6% | +57.8% | -67.4% | -45.0% |
| 10Y | -20.8% | +219.8% | -240.6% | -77.1% |
| All | +140.4% | +357.6% | -217.3% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling