+155.3%
HBAN vs MCK
+442.8%
-287.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -1.0% | -2.9% | +1.9% | 0.0% |
| 30D | -5.6% | +0.4% | -6.0% | -5.8% |
| 3M | -1.1% | +12.1% | -13.2% | -5.3% |
| 6M | +9.9% | -5.4% | +15.3% | +11.2% |
| YTD | -0.9% | +7.8% | -8.7% | -4.9% |
| 1Y | -1.4% | +22.9% | -24.3% | -10.1% |
| 3Y | +78.2% | +110.7% | -32.5% | +26.4% |
| 5Y | +37.0% | +346.2% | -309.2% | -31.3% |
| All | +155.3% | +442.8% | -287.5% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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