+78.2%
HBAN vs MDY
+48.5%
+29.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.2% |
| 7D | -1.0% | -1.9% | +0.9% | +1.2% |
| 30D | -5.6% | -4.6% | -1.0% | -0.2% |
| 3M | -1.1% | -1.2% | +0.1% | +0.2% |
| 6M | +9.9% | +9.2% | +0.7% | -1.3% |
| YTD | -0.9% | +13.1% | -14.0% | -14.5% |
| 1Y | -1.4% | +13.0% | -14.4% | -14.9% |
| 3Y | +78.2% | +49.2% | +29.0% | +6.6% |
| All | +78.2% | +48.5% | +29.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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