+114.8%
HBAN vs MP
+448.5%
-333.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.2% | -0.5% |
| 7D | -1.5% | -0.7% | -0.7% | -1.4% |
| 30D | -5.5% | -0.7% | -4.9% | -5.6% |
| 3M | -0.2% | 0.0% | -0.2% | -0.9% |
| 6M | +5.2% | -10.0% | +15.1% | +4.8% |
| YTD | -2.3% | +7.5% | -9.8% | -5.7% |
| 1Y | -2.2% | -14.0% | +11.8% | -4.2% |
| 3Y | +73.8% | +153.5% | -79.7% | +31.5% |
| 5Y | +35.2% | +62.7% | -27.5% | +6.8% |
| All | +114.8% | +448.5% | -333.6% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling