+90.9%
HBAN vs MOH
+1,358.8%
-1,267.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.3% |
| 7D | -1.0% | +1.7% | -2.7% | -1.4% |
| 30D | -5.6% | -0.9% | -4.7% | -5.5% |
| 3M | -1.1% | +5.7% | -6.9% | -2.9% |
| 6M | +9.9% | +39.1% | -29.2% | +0.2% |
| YTD | -0.9% | +17.7% | -18.6% | -7.7% |
| 1Y | -1.4% | +8.4% | -9.8% | -7.1% |
| 3Y | +78.2% | -36.6% | +114.8% | +80.8% |
| 5Y | +37.0% | -19.1% | +56.1% | +27.9% |
| 10Y | +158.9% | +262.8% | -103.9% | +43.3% |
| All | +90.9% | +1,358.8% | -1,267.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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