+1,346.4%
MU vs HBAN
+36.5%
+1,309.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.5% | +3.2% |
| 7D | +7.5% | -1.5% | +9.0% | +8.3% |
| 30D | +19.4% | -5.5% | +24.9% | +23.0% |
| 3M | +9.8% | -0.2% | +10.1% | +9.4% |
| 6M | +164.1% | +5.2% | +159.0% | +153.7% |
| YTD | +260.3% | -2.3% | +262.6% | +256.7% |
| 1Y | +661.2% | -2.2% | +663.4% | +649.0% |
| 3Y | +1,380.8% | +73.8% | +1,307.0% | +956.5% |
| 5Y | +1,346.4% | +35.2% | +1,311.1% | +1,069.5% |
| All | +1,346.4% | +36.5% | +1,309.9% | +1,069.5% |
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 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