+38.6%
MA vs HBAN
+71.9%
-33.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -3.5% | -1.5% | -2.0% | -3.1% |
| 30D | +0.8% | -5.5% | +6.3% | +2.3% |
| 3M | +14.8% | -0.2% | +15.0% | +14.6% |
| 6M | +10.0% | +5.2% | +4.8% | +7.9% |
| YTD | -0.1% | -2.3% | +2.2% | -0.1% |
| 1Y | -2.2% | -2.2% | 0.0% | -2.5% |
| All | +38.6% | +71.9% | -33.3% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling