+100.8%
HBAN vs MSCI
+811.9%
-711.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.1% |
| 7D | +2.3% | +3.0% | -0.7% | +1.2% |
| 30D | +4.8% | +17.8% | -13.0% | -1.2% |
| 3M | -10.1% | +15.2% | -25.3% | -14.7% |
| 6M | +5.0% | +16.5% | -11.5% | -1.5% |
| YTD | -6.1% | +16.4% | -22.5% | -12.7% |
| 1Y | +4.6% | +16.8% | -12.2% | -2.8% |
| 3Y | +74.9% | +35.8% | +39.2% | +50.9% |
| 5Y | +21.4% | +7.0% | +14.5% | +10.8% |
| All | +100.8% | +811.9% | -711.0% | -14.2% |
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