+6,406.5%
MCD vs HBAN
+735.0%
+5,671.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -1.6% | +0.8% | -2.4% | -1.7% |
| 30D | +16.0% | +3.2% | +12.8% | +15.6% |
| 3M | 0.0% | -11.1% | +11.0% | +1.4% |
| 6M | +0.9% | +1.2% | -0.2% | +0.7% |
| YTD | -8.7% | -6.7% | -2.0% | -8.2% |
| 1Y | -8.6% | +2.4% | -11.0% | -9.1% |
| 3Y | +9.9% | +73.3% | -63.4% | +1.2% |
| 5Y | +22.6% | +20.7% | +1.9% | +16.8% |
| 10Y | +204.6% | +104.1% | +100.5% | +164.6% |
| All | +6,406.5% | +735.0% | +5,671.5% | +3,356.8% |
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