+13,824.1%
MA vs HBAN
+48.6%
+13,775.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -2.7% | +0.7% | -3.4% | -2.9% |
| 30D | +1.5% | -3.2% | +4.8% | +2.3% |
| 3M | +20.4% | +4.0% | +16.5% | +19.2% |
| 6M | +11.1% | +3.1% | +8.0% | +9.9% |
| YTD | +2.0% | 0.0% | +1.9% | +1.4% |
| 1Y | -2.2% | -1.2% | -1.0% | -2.5% |
| 3Y | +41.9% | +72.5% | -30.6% | +22.3% |
| 5Y | +75.4% | +39.3% | +36.0% | +56.9% |
| 10Y | +527.5% | +157.3% | +370.2% | +372.0% |
| All | +13,824.1% | +48.6% | +13,775.6% | +11,580.9% |
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