+1,321.9%
AMAT vs HBAN
+102.9%
+1,219.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.0% |
| 7D | +11.4% | +2.3% | +9.1% | +10.3% |
| 30D | -17.0% | +4.8% | -21.8% | -18.7% |
| 3M | -30.6% | -10.1% | -20.5% | -26.9% |
| 6M | -14.9% | +5.0% | -20.0% | -17.1% |
| YTD | +44.7% | -6.1% | +50.8% | +48.0% |
| 1Y | +66.9% | +4.6% | +62.3% | +61.9% |
| 3Y | +153.3% | +74.9% | +78.4% | +86.9% |
| 5Y | +146.2% | +21.4% | +124.8% | +111.7% |
| All | +1,321.9% | +102.9% | +1,219.1% | +953.1% |
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