+142.3%
MSTR vs HBAN
+76.3%
+66.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.8% |
| 7D | -14.2% | -1.1% | -13.0% | -13.3% |
| 30D | -19.9% | +3.1% | -23.0% | -21.7% |
| 3M | +27.3% | -9.8% | +37.1% | +38.6% |
| 6M | -37.6% | +1.4% | -38.9% | -39.4% |
| YTD | -19.5% | -5.8% | -13.7% | -17.6% |
| 1Y | -47.1% | +4.2% | -51.4% | -51.3% |
| All | +142.3% | +76.3% | +66.1% | +64.5% |
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