+76.7%
HBAN vs MAS
+60.2%
+16.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +1.0% |
| 7D | -0.6% | +3.3% | -3.8% | -2.0% |
| 30D | +3.9% | +25.5% | -21.5% | -6.2% |
| 3M | -8.4% | +11.8% | -20.2% | -13.1% |
| 6M | +0.6% | +21.3% | -20.7% | -8.9% |
| YTD | -5.5% | +37.7% | -43.3% | -21.0% |
| 1Y | +5.4% | +41.0% | -35.6% | -13.1% |
| 3Y | +76.7% | +63.0% | +13.7% | +20.9% |
| All | +76.7% | +60.2% | +16.5% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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