+81.0%
HBAN vs MLM
+20.2%
+60.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | +0.7% | -2.9% | +3.6% | +2.0% |
| 30D | -3.2% | -6.8% | +3.6% | -0.2% |
| 3M | +4.0% | -11.2% | +15.2% | +9.0% |
| 6M | +3.1% | -21.8% | +25.0% | +15.0% |
| YTD | 0.0% | -17.0% | +17.0% | +7.3% |
| 1Y | -1.2% | -16.4% | +15.2% | +5.4% |
| All | +81.0% | +20.2% | +60.9% | +67.9% |
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