+94.3%
HBAN vs MUB
+76.3%
+18.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | -4.5% | -1.5% | -3.0% | -4.1% |
| 3M | +2.6% | -1.9% | +4.5% | +3.2% |
| 6M | +4.7% | -1.7% | +6.5% | +5.3% |
| YTD | -1.5% | -0.8% | -0.8% | -1.3% |
| 1Y | -1.9% | +1.5% | -3.4% | -2.3% |
| 3Y | +75.2% | +8.8% | +66.4% | +71.0% |
| 5Y | +37.2% | +2.0% | +35.2% | +36.1% |
| 10Y | +156.6% | +18.0% | +138.6% | +150.1% |
| All | +94.3% | +76.3% | +18.0% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling