-43.5%
ACN vs HBAN
+35.4%
-78.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | -7.9% | -1.9% | -5.9% | -7.2% |
| 30D | -1.1% | -5.9% | +4.8% | +0.9% |
| 3M | +5.6% | +0.2% | +5.4% | +5.3% |
| 6M | -9.9% | +6.6% | -16.6% | -12.4% |
| YTD | -32.3% | -1.7% | -30.6% | -32.4% |
| 1Y | -25.3% | -1.7% | -23.6% | -25.6% |
| 3Y | -42.3% | +74.9% | -117.2% | -54.0% |
| 5Y | -43.5% | +36.0% | -79.4% | -52.8% |
| All | -43.5% | +35.4% | -78.9% | -52.8% |
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