+1,135.3%
MPC vs HBAN
+108.2%
+1,027.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.2% | +3.3% |
| 7D | +2.6% | -1.1% | +3.7% | +3.4% |
| 30D | -12.2% | +3.1% | -15.3% | -14.0% |
| 3M | +20.1% | -9.8% | +29.8% | +27.2% |
| 6M | +60.6% | +1.4% | +59.2% | +56.7% |
| YTD | +150.6% | -5.8% | +156.4% | +152.7% |
| 1Y | +104.7% | +4.2% | +100.4% | +92.7% |
| 3Y | +194.5% | +74.9% | +119.6% | +88.1% |
| 5Y | +582.3% | +21.7% | +560.6% | +423.7% |
| 10Y | +1,135.3% | +106.1% | +1,029.2% | +549.6% |
| All | +1,135.3% | +108.2% | +1,027.1% | +549.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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