+6,367.0%
MCD vs HBAN
+739.7%
+5,627.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -1.6% | +2.3% | -3.9% | -1.9% |
| 30D | +14.1% | +4.8% | +9.4% | +13.5% |
| 3M | +0.6% | -10.1% | +10.7% | +1.9% |
| 6M | 0.0% | +5.0% | -5.0% | -0.7% |
| YTD | -9.3% | -6.1% | -3.1% | -8.9% |
| 1Y | -9.3% | +4.6% | -13.9% | -10.1% |
| 3Y | +8.6% | +74.9% | -66.3% | 0.0% |
| 5Y | +21.9% | +21.4% | +0.5% | +16.0% |
| 10Y | +202.8% | +105.3% | +97.5% | +162.8% |
| All | +6,367.0% | +739.7% | +5,627.3% | +3,333.4% |
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