+1,252.0%
MSTR vs HBAN
+79.9%
+1,172.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +12.2% | +0.7% | +11.5% | +12.0% |
| 30D | +45.2% | -3.2% | +48.4% | +46.1% |
| 3M | +10.4% | +4.0% | +6.4% | +9.1% |
| 6M | -2.5% | +3.1% | -5.6% | -3.4% |
| YTD | -6.0% | 0.0% | -6.1% | -6.3% |
| 1Y | -56.4% | -1.2% | -55.2% | -56.5% |
| 3Y | +306.3% | +72.5% | +233.8% | +262.3% |
| 5Y | +100.5% | +39.3% | +61.2% | +89.6% |
| 10Y | +741.1% | +157.3% | +583.7% | +581.9% |
| All | +1,252.0% | +79.9% | +1,172.1% | +802.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling