+1,278.0%
AAPL vs HBAN
+163.4%
+1,114.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.5% |
| 7D | +3.8% | -1.0% | +4.8% | +4.1% |
| 30D | +9.9% | -5.6% | +15.5% | +11.6% |
| 3M | +12.5% | -1.1% | +13.6% | +12.5% |
| 6M | +27.6% | +9.9% | +17.7% | +23.9% |
| YTD | +22.6% | -0.9% | +23.5% | +22.1% |
| 1Y | +45.0% | -1.4% | +46.4% | +44.2% |
| 3Y | +87.8% | +78.2% | +9.5% | +57.6% |
| 5Y | +128.7% | +37.0% | +91.7% | +101.7% |
| All | +1,278.0% | +163.4% | +1,114.5% | +1,008.6% |
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