+26.9%
MMM vs HBAN
+34.6%
-7.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.5% |
| 7D | -2.6% | -1.5% | -1.1% | -2.0% |
| 30D | -9.3% | -5.5% | -3.8% | -7.2% |
| 3M | +5.6% | -0.2% | +5.8% | +5.5% |
| 6M | +9.5% | +5.2% | +4.3% | +6.8% |
| YTD | +4.1% | -2.3% | +6.4% | +4.0% |
| 1Y | +9.4% | -2.2% | +11.6% | +8.9% |
| 3Y | +101.0% | +73.8% | +27.1% | +57.0% |
| All | +26.9% | +34.6% | -7.7% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling