-42.3%
MSTR vs HBAN
+9.1%
-51.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.5% |
| 7D | -1.8% | +2.3% | -4.1% | -2.8% |
| 30D | -13.3% | +5.0% | -18.3% | -15.0% |
| 3M | +46.0% | -7.6% | +53.6% | +49.9% |
| 6M | -22.4% | +1.3% | -23.7% | -24.2% |
| YTD | -6.2% | -4.7% | -1.5% | -6.0% |
| 1Y | -42.3% | +9.2% | -51.5% | -45.2% |
| All | -42.3% | +9.1% | -51.4% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling