+75.8%
HBAN vs MDB
-6.2%
+82.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.8% |
| 7D | -1.5% | -4.5% | +3.1% | -1.1% |
| 30D | -5.5% | -14.0% | +8.5% | -4.6% |
| 3M | -0.2% | +5.3% | -5.6% | -1.3% |
| 6M | +5.2% | +31.9% | -26.7% | +0.7% |
| YTD | -2.3% | -14.6% | +12.3% | -2.3% |
| 1Y | -2.2% | +8.2% | -10.4% | -5.5% |
| All | +75.8% | -6.2% | +82.0% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling