+332.8%
HBAN vs MDY
+2,611.4%
-2,278.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.3% |
| 3M | -1.1% | -1.2% | +0.1% | +0.2% |
| 6M | +9.9% | +9.2% | +0.7% | -1.0% |
| YTD | -0.9% | +13.1% | -14.0% | -14.2% |
| 1Y | -1.4% | +13.0% | -14.4% | -14.6% |
| 3Y | +78.2% | +49.2% | +29.0% | +12.9% |
| 5Y | +37.0% | +47.2% | -10.2% | -11.6% |
| 10Y | +158.9% | +176.0% | -17.1% | -16.1% |
| All | +332.8% | +2,611.4% | -2,278.5% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling