+5,979.9%
MCD vs HBAN
+795.1%
+5,184.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.8% | +0.7% | -3.5% | -2.9% |
| 30D | -6.0% | -3.2% | -2.8% | -5.7% |
| 3M | -5.6% | +4.0% | -9.5% | -6.1% |
| 6M | -21.9% | +3.1% | -25.0% | -22.3% |
| YTD | -14.7% | 0.0% | -14.7% | -15.0% |
| 1Y | -17.3% | -1.2% | -16.1% | -17.5% |
| 3Y | -2.2% | +72.5% | -74.6% | -9.8% |
| 5Y | +20.3% | +39.3% | -19.0% | +12.5% |
| 10Y | +180.7% | +157.3% | +23.4% | +137.3% |
| All | +5,979.9% | +795.1% | +5,184.8% | +3,103.0% |
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