+83,407.4%
MU vs HBAN
+735.0%
+82,672.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.6% | -1.3% |
| 7D | +21.6% | +0.8% | +20.9% | +21.4% |
| 30D | -16.2% | +3.2% | -19.4% | -17.0% |
| 3M | -12.4% | -11.1% | -1.3% | -8.9% |
| 6M | +4.2% | +1.2% | +3.0% | +3.3% |
| YTD | +180.0% | -6.7% | +186.6% | +183.4% |
| 1Y | +226.4% | +2.4% | +224.0% | +220.3% |
| 3Y | +969.7% | +73.3% | +896.5% | +785.0% |
| 5Y | +957.9% | +20.7% | +937.2% | +872.9% |
| 10Y | +4,534.6% | +104.1% | +4,430.4% | +3,406.3% |
| All | +83,407.4% | +735.0% | +82,672.5% | +27,868.3% |
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 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