+228.1%
AMAT vs HBAN
+77.8%
+150.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.7% |
| 7D | +7.0% | +2.1% | +4.9% | +5.9% |
| 30D | -12.2% | -4.5% | -7.7% | -10.4% |
| 3M | -3.8% | +2.6% | -6.4% | -5.1% |
| 6M | +45.9% | +4.7% | +41.2% | +42.5% |
| YTD | +84.6% | -1.5% | +86.2% | +83.7% |
| 1Y | +193.4% | -1.9% | +195.3% | +191.5% |
| 3Y | +228.1% | +75.2% | +152.9% | +158.5% |
| All | +228.1% | +77.8% | +150.3% | +158.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling