+4,407.5%
MU vs HBAN
+102.9%
+4,304.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.8% |
| 7D | +12.8% | +2.3% | +10.5% | +11.6% |
| 30D | -14.9% | +4.8% | -19.6% | -16.7% |
| 3M | -18.0% | -10.1% | -8.0% | -13.5% |
| 6M | -3.1% | +5.0% | -8.1% | -6.4% |
| YTD | +172.9% | -6.1% | +179.0% | +176.2% |
| 1Y | +228.8% | +4.6% | +224.3% | +213.8% |
| 3Y | +950.8% | +74.9% | +875.9% | +661.4% |
| 5Y | +931.3% | +21.4% | +909.8% | +779.3% |
| All | +4,407.5% | +102.9% | +4,304.7% | +3,010.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling