+956.8%
MSTR vs HBAN
+68.7%
+888.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.6% |
| 7D | -13.4% | +2.3% | -15.7% | -13.9% |
| 30D | -22.1% | +4.8% | -26.8% | -22.8% |
| 3M | +15.0% | -10.1% | +25.0% | +18.0% |
| 6M | -37.3% | +5.0% | -42.3% | -38.1% |
| YTD | -26.5% | -6.1% | -20.4% | -25.6% |
| 1Y | -46.5% | +4.6% | -51.0% | -47.2% |
| 3Y | +121.1% | +74.9% | +46.2% | +97.3% |
| 5Y | +37.5% | +21.4% | +16.1% | +34.1% |
| 10Y | +467.3% | +105.3% | +362.0% | +382.3% |
| All | +956.8% | +68.7% | +888.0% | +617.2% |
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 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