+3,665.8%
MRK vs HBAN
+779.3%
+2,886.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | -5.0% | -1.9% | -3.1% | -4.8% |
| 30D | +11.0% | -5.9% | +16.8% | +11.7% |
| 3M | +22.4% | +0.2% | +22.1% | +22.2% |
| 6M | +25.4% | +6.6% | +18.8% | +24.2% |
| YTD | +39.5% | -1.7% | +41.2% | +39.4% |
| 1Y | +78.0% | -1.7% | +79.7% | +77.8% |
| 3Y | +45.5% | +74.9% | -29.3% | +34.2% |
| 5Y | +130.3% | +36.0% | +94.3% | +116.0% |
| 10Y | +229.8% | +156.9% | +72.9% | +177.4% |
| All | +3,665.8% | +779.3% | +2,886.4% | +2,039.4% |
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