+177.5%
MCD vs HBAN
+161.4%
+16.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -2.5% | -1.9% | -0.6% | -2.2% |
| 30D | -7.0% | -5.9% | -1.2% | -6.0% |
| 3M | -9.8% | +0.2% | -10.0% | -10.0% |
| 6M | -21.8% | +6.6% | -28.4% | -22.9% |
| YTD | -15.6% | -1.7% | -13.9% | -15.8% |
| 1Y | -15.2% | -1.7% | -13.4% | -15.5% |
| 3Y | -2.6% | +74.9% | -77.5% | -15.7% |
| 5Y | +18.9% | +36.0% | -17.1% | +6.3% |
| All | +177.5% | +161.4% | +16.1% | +108.8% |
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 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