+283.2%
MSTR vs HBAN
+77.8%
+205.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -3.1% |
| 7D | +9.3% | +2.1% | +7.3% | +7.6% |
| 30D | +36.5% | -4.5% | +41.0% | +41.2% |
| 3M | +7.3% | +2.6% | +4.8% | +3.4% |
| 6M | +2.2% | +4.7% | -2.5% | -3.5% |
| YTD | -10.2% | -1.5% | -8.6% | -11.5% |
| 1Y | -58.6% | -1.9% | -56.7% | -59.3% |
| 3Y | +283.2% | +75.2% | +208.0% | +165.6% |
| All | +283.2% | +77.8% | +205.4% | +165.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling