+768.7%
HBAN vs MKC
+3,336.7%
-2,568.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -1.5% | -4.3% | +2.8% | -0.2% |
| 30D | -5.5% | -3.1% | -2.4% | -4.8% |
| 3M | -0.2% | +6.8% | -7.1% | -2.4% |
| 6M | +5.2% | -18.3% | +23.5% | +10.7% |
| YTD | -2.3% | -23.1% | +20.8% | +4.3% |
| 1Y | -2.2% | -23.7% | +21.5% | +4.4% |
| 3Y | +73.8% | -31.0% | +104.8% | +88.7% |
| 5Y | +35.2% | -33.5% | +68.8% | +46.1% |
| 10Y | +155.4% | +30.3% | +125.1% | +117.0% |
| All | +768.7% | +3,336.7% | -2,568.0% | +301.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling