+36.0%
HBAN vs MUB
+0.7%
+35.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -1.9% | -1.2% | -0.7% | -1.7% |
| 30D | -5.9% | -2.8% | -3.1% | -5.3% |
| 3M | +0.2% | -3.1% | +3.3% | +0.9% |
| 6M | +6.6% | -2.9% | +9.5% | +7.3% |
| YTD | -1.7% | -2.0% | +0.3% | -1.2% |
| 1Y | -1.7% | 0.0% | -1.7% | -1.3% |
| 3Y | +74.9% | +7.4% | +67.5% | +72.8% |
| 5Y | +36.0% | +0.8% | +35.2% | -4.7% |
| All | +36.0% | +0.7% | +35.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 5y: compounded portfolio wealth divided by compounded MUB 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…
5y analysis · Full analysis span regression · 6 months rolling