+155.3%
HBAN vs MKTX
+5.0%
+150.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -5.6% | +0.7% | -6.3% | -5.7% |
| 3M | -1.1% | +40.8% | -41.9% | -5.8% |
| 6M | +9.9% | -8.0% | +17.9% | +10.6% |
| YTD | -0.9% | -8.7% | +7.8% | -0.3% |
| 1Y | -1.4% | -11.8% | +10.4% | -0.4% |
| 3Y | +78.2% | -24.0% | +102.2% | +81.1% |
| 5Y | +37.0% | -60.3% | +97.3% | +49.3% |
| All | +155.3% | +5.0% | +150.2% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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