+15,612.2%
MA vs HBAN
+38.6%
+15,573.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -0.5% | +0.8% | -1.3% | -0.7% |
| 30D | +7.9% | +3.2% | +4.7% | +7.1% |
| 3M | +16.8% | -11.1% | +27.8% | +20.0% |
| 6M | +31.0% | +1.2% | +29.8% | +30.3% |
| YTD | +15.0% | -6.7% | +21.7% | +16.3% |
| 1Y | +17.0% | +2.4% | +14.6% | +15.7% |
| 3Y | +68.5% | +73.3% | -4.8% | +45.3% |
| 5Y | +85.0% | +20.7% | +64.2% | +71.1% |
| 10Y | +561.3% | +104.1% | +457.2% | +423.6% |
| All | +15,612.2% | +38.6% | +15,573.6% | +13,293.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling