+77.0%
HBAN vs MDB
+997.6%
-920.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.0% |
| 7D | -1.0% | -1.8% | +0.8% | -0.9% |
| 30D | -5.6% | -17.3% | +11.7% | -4.5% |
| 3M | -1.1% | +2.2% | -3.3% | -1.8% |
| 6M | +9.9% | +33.9% | -24.0% | +6.2% |
| YTD | -0.9% | -13.7% | +12.7% | -1.3% |
| 1Y | -1.4% | +9.1% | -10.5% | -4.0% |
| 3Y | +78.2% | -8.1% | +86.3% | +70.0% |
| 5Y | +37.0% | -25.9% | +62.9% | +26.9% |
| All | +77.0% | +997.6% | -920.6% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling