+678.6%
MPC vs HBAN
+36.6%
+642.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.9% |
| 7D | +3.9% | +2.1% | +1.8% | +3.0% |
| 30D | +33.8% | -4.5% | +38.3% | +36.2% |
| 3M | +49.9% | +2.6% | +47.3% | +47.7% |
| 6M | +80.9% | +4.7% | +76.2% | +75.5% |
| YTD | +147.4% | -1.5% | +149.0% | +145.9% |
| 1Y | +123.2% | -1.9% | +125.1% | +121.3% |
| 3Y | +171.7% | +75.2% | +96.5% | +107.0% |
| 5Y | +678.6% | +37.2% | +641.4% | +524.1% |
| All | +678.6% | +36.6% | +642.0% | +524.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling