+121,072.4%
AAPL vs HBAN
+774.1%
+120,298.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -3.0% | -1.5% | -1.5% | -2.7% |
| 30D | +2.3% | -5.5% | +7.8% | +3.3% |
| 3M | +8.6% | -0.2% | +8.9% | +8.5% |
| 6M | +21.6% | +5.2% | +16.4% | +20.1% |
| YTD | +16.3% | -2.3% | +18.6% | +16.3% |
| 1Y | +35.1% | -2.2% | +37.2% | +34.9% |
| 3Y | +79.4% | +73.8% | +5.5% | +59.6% |
| 5Y | +109.8% | +35.2% | +74.6% | +93.3% |
| 10Y | +1,237.1% | +155.4% | +1,081.7% | +952.5% |
| All | +121,072.4% | +774.1% | +120,298.3% | +52,363.7% |
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