+74.9%
HBAN vs MLM
+15.7%
+59.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | +2.3% | -0.9% | +3.1% | +2.7% |
| 30D | +4.8% | +9.0% | -4.3% | +0.3% |
| 3M | -10.1% | -5.6% | -4.5% | -7.8% |
| 6M | +5.0% | -10.7% | +15.7% | +9.7% |
| YTD | -6.1% | -17.2% | +11.0% | +0.9% |
| 1Y | +4.6% | -14.2% | +18.8% | +10.0% |
| 3Y | +74.9% | +15.6% | +59.3% | +51.5% |
| All | +74.9% | +15.7% | +59.3% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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