+155.3%
HBAN vs MRSH
+218.8%
-63.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -1.0% | -4.8% | +3.8% | +2.1% |
| 30D | -5.6% | -6.3% | +0.7% | -1.7% |
| 3M | -1.1% | +5.8% | -7.0% | -5.7% |
| 6M | +9.9% | +2.8% | +7.1% | +5.8% |
| YTD | -0.9% | -3.1% | +2.2% | -1.3% |
| 1Y | -1.4% | -11.3% | +9.9% | +4.1% |
| 3Y | +78.2% | -5.0% | +83.2% | +74.5% |
| 5Y | +37.0% | +19.2% | +17.8% | +10.3% |
| All | +155.3% | +218.8% | -63.6% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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