+102.7%
MO vs HBAN
+35.2%
+67.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +7.1% | -5.6% | +12.7% | +7.8% |
| 3M | -2.0% | -1.1% | -0.8% | -1.9% |
| 6M | +7.3% | +9.9% | -2.6% | +6.0% |
| YTD | +23.5% | -0.9% | +24.4% | +23.1% |
| 1Y | +11.0% | -1.4% | +12.4% | +10.7% |
| 3Y | +95.0% | +78.2% | +16.8% | +73.9% |
| All | +102.7% | +35.2% | +67.5% | +83.8% |
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