+651.5%
ADI vs HBAN
+163.4%
+488.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.1% | +4.5% |
| 7D | +4.6% | -1.0% | +5.6% | +5.0% |
| 30D | -1.2% | -5.6% | +4.4% | +1.2% |
| 3M | -7.8% | -1.1% | -6.7% | -7.6% |
| 6M | +19.3% | +9.9% | +9.5% | +14.4% |
| YTD | +40.9% | -0.9% | +41.9% | +40.2% |
| 1Y | +54.5% | -1.4% | +55.9% | +53.7% |
| 3Y | +123.4% | +78.2% | +45.2% | +74.5% |
| 5Y | +142.3% | +37.0% | +105.3% | +103.6% |
| All | +651.5% | +163.4% | +488.0% | +408.9% |
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