+106.7%
HBAN vs MP
+268.3%
-161.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.0% | -0.6% | +2.0% |
| 7D | -0.1% | -3.6% | +3.5% | +0.3% |
| 30D | +3.4% | -21.0% | +24.4% | +6.3% |
| 3M | -9.1% | -33.3% | +24.2% | -4.8% |
| 6M | +0.1% | -45.9% | +46.1% | +6.8% |
| YTD | -6.0% | -27.8% | +21.8% | -4.9% |
| 1Y | +4.0% | -43.2% | +47.2% | +8.4% |
| 3Y | +74.5% | +144.0% | -69.6% | +30.1% |
| 5Y | +24.3% | -6.1% | +30.4% | +5.1% |
| All | +106.7% | +268.3% | -161.6% | +27.1% |
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