+503.0%
MA vs HBAN
+163.4%
+339.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -1.7% | -1.0% | -0.7% | -1.4% |
| 30D | +1.7% | -5.6% | +7.3% | +3.8% |
| 3M | +17.2% | -1.1% | +18.3% | +17.4% |
| 6M | +13.3% | +9.9% | +3.4% | +8.8% |
| YTD | +0.2% | -0.9% | +1.1% | -0.4% |
| 1Y | -2.7% | -1.4% | -1.3% | -3.3% |
| 3Y | +39.1% | +78.2% | -39.2% | +8.0% |
| 5Y | +68.8% | +37.0% | +31.8% | +41.3% |
| All | +503.0% | +163.4% | +339.6% | +294.0% |
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