+107.1%
MSTR vs HBAN
+36.5%
+70.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.2% |
| 7D | +7.7% | -1.5% | +9.2% | +9.3% |
| 30D | +36.3% | -5.5% | +41.9% | +42.3% |
| 3M | +13.4% | -0.2% | +13.6% | +12.3% |
| 6M | -4.5% | +5.2% | -9.7% | -10.0% |
| YTD | -12.7% | -2.3% | -10.4% | -13.2% |
| 1Y | -59.6% | -2.2% | -57.4% | -60.2% |
| 3Y | +272.5% | +73.8% | +198.6% | +126.3% |
| 5Y | +107.1% | +35.2% | +71.9% | +57.3% |
| All | +107.1% | +36.5% | +70.7% | +57.3% |
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