+516.3%
MDLZ vs HBAN
+151.9%
+364.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +2.3% | +2.3% | 0.0% | +2.0% |
| 30D | +7.9% | +4.8% | +3.2% | +7.4% |
| 3M | +7.3% | -10.1% | +17.3% | +8.4% |
| 6M | +11.7% | +5.0% | +6.7% | +10.9% |
| YTD | +28.7% | -6.1% | +34.9% | +29.2% |
| 1Y | +22.8% | +4.6% | +18.2% | +21.7% |
| 3Y | +6.6% | +74.9% | -68.3% | -1.2% |
| 5Y | +23.2% | +21.4% | +1.7% | +17.6% |
| 10Y | +108.7% | +105.3% | +3.4% | +82.9% |
| All | +516.3% | +151.9% | +364.3% | +360.3% |
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