+155.3%
HBAN vs MKSI
+524.1%
-368.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.2% |
| 7D | -1.0% | +2.7% | -3.7% | -1.8% |
| 30D | -5.6% | -12.8% | +7.2% | -2.0% |
| 3M | -1.1% | -22.5% | +21.4% | +3.7% |
| 6M | +9.9% | +19.4% | -9.5% | -0.4% |
| YTD | -0.9% | +67.7% | -68.7% | -20.5% |
| 1Y | -1.4% | +131.4% | -132.8% | -29.9% |
| 3Y | +78.2% | +197.3% | -119.1% | +7.4% |
| 5Y | +37.0% | +87.0% | -49.9% | -7.3% |
| All | +155.3% | +524.1% | -368.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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