+78.2%
HBAN vs MTB
+114.2%
-36.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.4% | +0.5% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -5.6% | -4.8% | -0.8% | -1.2% |
| 3M | -1.1% | +6.0% | -7.1% | -6.3% |
| 6M | +9.9% | +19.6% | -9.7% | -6.9% |
| YTD | -0.9% | +21.5% | -22.4% | -17.0% |
| 1Y | -1.4% | +24.7% | -26.1% | -19.3% |
| 3Y | +78.2% | +108.6% | -30.4% | -7.8% |
| All | +78.2% | +114.2% | -36.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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