+155.3%
HBAN vs MSCI
+634.9%
-479.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.3% |
| 7D | -1.0% | -3.2% | +2.2% | +0.1% |
| 30D | -5.6% | -1.1% | -4.5% | -5.3% |
| 3M | -1.1% | -6.3% | +5.2% | +0.5% |
| 6M | +9.9% | +2.1% | +7.8% | +7.8% |
| YTD | -0.9% | -2.3% | +1.3% | -1.8% |
| 1Y | -1.4% | -3.9% | +2.5% | -1.9% |
| 3Y | +78.2% | +7.5% | +70.8% | +67.5% |
| 5Y | +37.0% | -9.8% | +46.8% | +32.5% |
| All | +155.3% | +634.9% | -479.6% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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