+144.8%
MS vs HBAN
+36.6%
+108.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | +0.3% |
| 7D | +2.5% | +2.1% | +0.4% | +1.2% |
| 30D | 0.0% | -4.5% | +4.5% | +2.8% |
| 3M | +2.4% | +2.6% | -0.1% | +0.4% |
| 6M | +36.4% | +4.7% | +31.7% | +31.8% |
| YTD | +23.8% | -1.5% | +25.3% | +23.9% |
| 1Y | +48.6% | -1.9% | +50.6% | +48.4% |
| 3Y | +179.1% | +75.2% | +103.9% | +97.9% |
| 5Y | +144.8% | +37.2% | +107.6% | +83.2% |
| All | +144.8% | +36.6% | +108.3% | +83.2% |
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