+593.1%
MA vs HBAN
+102.9%
+490.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +1.3% | +2.3% | -1.0% | +0.5% |
| 30D | +9.6% | +4.8% | +4.8% | +7.8% |
| 3M | +16.8% | -10.1% | +26.9% | +21.2% |
| 6M | +35.2% | +5.0% | +30.2% | +32.1% |
| YTD | +16.6% | -6.1% | +22.7% | +18.1% |
| 1Y | +19.8% | +4.6% | +15.2% | +16.5% |
| 3Y | +70.7% | +74.9% | -4.2% | +33.2% |
| 5Y | +87.4% | +21.4% | +66.0% | +63.8% |
| All | +593.1% | +102.9% | +490.2% | +388.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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