+120.0%
HBAN vs MP
+450.8%
-330.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | +0.7% | -2.9% | +3.5% | +1.0% |
| 30D | -3.2% | +13.8% | -17.1% | -5.0% |
| 3M | +4.0% | -16.7% | +20.7% | +5.6% |
| 6M | +3.1% | -11.5% | +14.6% | +3.1% |
| YTD | 0.0% | +7.9% | -7.9% | -3.5% |
| 1Y | -1.2% | -15.0% | +13.9% | -3.0% |
| 3Y | +72.5% | +153.5% | -81.0% | +30.5% |
| 5Y | +39.3% | +58.7% | -19.4% | +10.3% |
| All | +120.0% | +450.8% | -330.8% | +28.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling