+78.2%
HBAN vs MKSI
+190.8%
-112.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.3% |
| 7D | -1.0% | +2.7% | -3.7% | -1.6% |
| 30D | -5.6% | -12.8% | +7.2% | -3.0% |
| 3M | -1.1% | -22.5% | +21.4% | +2.3% |
| 6M | +9.9% | +19.4% | -9.5% | +1.3% |
| YTD | -0.9% | +67.7% | -68.7% | -17.2% |
| 1Y | -1.4% | +131.4% | -132.8% | -25.6% |
| 3Y | +78.2% | +197.3% | -119.1% | +2.3% |
| All | +78.2% | +190.8% | -112.6% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling